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 | $35,505 | $73,787-51.9% | $98,716-64.0% | $82,448-56.9% |
| Participation rate | 60.5% | 61.4%-0.9pp | 69.3%-8.8pp | 68.1%-7.5pp |
| Annual return | 14.64% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $799 | $1,511-47.1% | $2,279-64.9% | $2,551-68.7% |
| Participant deferral / active EE | $2,117 | $3,081-31.3% | $4,048-47.7% | $4,139-48.9% |
| Admin fee / account holder | $2,480 | $6,500-61.9% | $8,703-71.5% | $7,234-65.7% |