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 | $41,594 | $177,156-76.5% | $147,027-71.7% | $154,746-73.1% |
| Participation rate | 54.2% | 79.4%-25.2pp | 73.7%-19.6pp | 80.7%-26.5pp |
| Annual return | 11.17% | 21.94%-10.8pp | 20.23%-9.1pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,026 | $4,336-76.3% | $3,626-71.7% | $4,379-76.6% |
| Participant deferral / active EE | $2,220 | $5,797-61.7% | $4,933-55.0% | $6,730-67.0% |
| Admin fee / account holder | $8,968 | $14,904-39.8% | $12,223-26.6% | $14,365-37.6% |