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 | $40,176 | $78,428-48.8% | $95,960-58.1% | $79,852-49.7% |
| Participation rate | 67.6% | 73.5%-5.9pp | 77.1%-9.5pp | 69.6%-2.1pp |
| Annual return | 11.75% | 19.37%-7.6pp | 91.63%-79.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $976 | $1,945-49.8% | $2,541-61.6% | $2,471-60.5% |
| Participant deferral / active EE | $2,056 | $3,440-40.2% | $4,167-50.6% | $3,740-45.0% |
| Admin fee / account holder | $3,422 | $5,622-39.1% | $6,797-49.7% | $5,306-35.5% |