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 | $28,845 | $37,446-23.0% | $77,552-62.8% | $79,856-63.9% |
| Participation rate | 37.8% | 41.5%-3.7pp | 54.2%-16.4pp | 69.6%-31.8pp |
| Annual return | 11.71% | 39.76%-28.0pp | 54.82%-43.1pp | 31.71%-20.0pp |
| Employer contribution / active EE | $627 | $637-1.7% | $987-36.5% | $2,471-74.6% |
| Participant deferral / active EE | $1,154 | $1,261-8.5% | $1,861-38.0% | $3,741-69.2% |
| Admin fee / account holder | $1,077 | $2,506-57.0% | $2,859-62.3% | $5,306-79.7% |