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 | $36,467 | $59,804-39.0% | $81,982-55.5% | $79,856-54.3% |
| Participation rate | 44.2% | 61.6%-17.4pp | 69.3%-25.0pp | 69.6%-25.4pp |
| Annual return | 13.07% | 17.56%-4.5pp | 41.31%-28.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $494 | $1,713-71.2% | $2,498-80.2% | $2,471-80.0% |
| Participant deferral / active EE | $1,405 | $2,695-47.9% | $3,722-62.3% | $3,741-62.5% |
| Admin fee / account holder | $1,986 | $4,288-53.7% | $5,665-64.9% | $5,306-62.6% |