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 | $40,005 | $50,082-20.1% | $93,515-57.2% | $79,856-49.9% |
| Participation rate | 31.7% | 60.9%-29.2pp | 66.8%-35.1pp | 69.6%-37.9pp |
| Annual return | 24.85% | 24.59%+0.3pp | 78.21%-53.4pp | 31.71%-6.9pp |
| Employer contribution / active EE | $547 | $1,303-58.0% | $2,077-73.7% | $2,471-77.9% |
| Participant deferral / active EE | $1,767 | $2,212-20.1% | $3,129-43.5% | $3,741-52.8% |
| Admin fee / account holder | $463 | $3,454-86.6% | $5,235-91.2% | $5,306-91.3% |