Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,335 | $76,407-43.3% | $150,298-71.2% | $82,448-47.4% |
| Participation rate | 63.4% | 66.4%-3.0pp | 77.8%-14.3pp | 68.1%-4.7pp |
| Annual return | 13.42% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,290 | $2,614-12.4% | $4,154-44.9% | $2,551-10.2% |
| Participant deferral / active EE | $2,825 | $3,214-12.1% | $5,453-48.2% | $4,139-31.7% |
| Admin fee / account holder | $5,881 | $6,352-7.4% | $14,116-58.3% | $7,234-18.7% |