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 | $32,268 | $50,554-36.2% | $67,681-52.3% | $87,485-63.1% |
| Participation rate | 46.3% | 67.7%-21.4pp | 73.7%-27.4pp | 68.9%-22.6pp |
| Annual return | 14.86% | 17.81%-3.0pp | 590.58%-575.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,195 | $1,988-39.9% | $2,678-55.4% | $2,596-54.0% |
| Participant deferral / active EE | $2,069 | $2,961-30.1% | $3,976-48.0% | $4,274-51.6% |
| Admin fee / account holder | $1,165 | $4,132-71.8% | $6,100-80.9% | $7,775-85.0% |