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 | $45,487 | $94,436-51.8% | $115,599-60.7% | $82,637-45.0% |
| Participation rate | 66.3% | 70.4%-4.1pp | 74.3%-8.0pp | 68.1%-1.7pp |
| Annual return | 13.46% | 18.37%-4.9pp | 111.10%-97.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $919 | $2,324-60.5% | $2,955-68.9% | $2,552-64.0% |
| Participant deferral / active EE | $3,400 | $3,955-14.0% | $4,889-30.5% | $4,126-17.6% |
| Admin fee / account holder | $4,692 | $10,328-54.6% | $12,841-63.5% | $7,339-36.1% |