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 | $46,680 | $77,908-40.1% | $149,696-68.8% | $75,173-37.9% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 15.43% | 31.73%-16.3pp | 134.46%-119.0pp | 160.72%-145.3pp |
| Employer contribution / active EE | $871 | $3,138-72.2% | $4,821-81.9% | $2,671-67.4% |
| Participant deferral / active EE | $1,677 | $3,411-50.8% | $5,682-70.5% | $4,126-59.4% |
| Admin fee / account holder | $3,722 | $5,950-37.4% | $13,212-71.8% | $5,651-34.1% |