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 | $36,200 | $81,262-55.5% | $155,602-76.7% | $80,911-55.3% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.6%-44.3pp |
| Annual return | 11.40% | 33.34%-21.9pp | 64.81%-53.4pp | 35.63%-24.2pp |
| Employer contribution / active EE | $408 | $3,102-86.9% | $4,675-91.3% | $2,756-85.2% |
| Participant deferral / active EE | $1,091 | $3,451-68.4% | $5,629-80.6% | $4,297-74.6% |
| Admin fee / account holder | $10,470 | $7,992+31.0% | $15,923-34.2% | $6,935+51.0% |