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 | $47,182 | $57,057-17.3% | $85,009-44.5% | $80,874-41.7% |
| Participation rate | 11.1% | 56.4%-45.2pp | 67.5%-56.4pp | 67.6%-56.5pp |
| Annual return | 12.72% | 21.66%-8.9pp | 66.47%-53.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $537 | $1,799-70.1% | $2,728-80.3% | $2,756-80.5% |
| Participant deferral / active EE | $929 | $3,112-70.1% | $4,522-79.5% | $4,297-78.4% |
| Admin fee / account holder | $2,601 | $4,986-47.8% | $6,153-57.7% | $6,935-62.5% |