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 | $43,434 | $51,202-15.2% | $70,548-38.4% | $75,181-42.2% |
| Participation rate | 33.3% | 61.0%-27.6pp | 68.3%-35.0pp | 67.2%-33.9pp |
| Annual return | 17.04% | 30.05%-13.0pp | 32.78%-15.7pp | 160.69%-143.6pp |
| Employer contribution / active EE | $941 | $1,827-48.5% | $2,975-68.4% | $2,671-64.8% |
| Participant deferral / active EE | $2,045 | $2,850-28.2% | $4,567-55.2% | $4,126-50.4% |
| Admin fee / account holder | $1,485 | $4,094-63.7% | $6,424-76.9% | $5,650-73.7% |