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 | $68,398 | $81,276-15.8% | $155,574-56.0% | $80,925-15.5% |
| Participation rate | 30.8% | 66.2%-35.5pp | 78.2%-47.4pp | 67.7%-36.9pp |
| Annual return | 14.05% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $900 | $3,103-71.0% | $4,676-80.7% | $2,756-67.3% |
| Participant deferral / active EE | $2,839 | $3,453-17.8% | $5,629-49.6% | $4,299-34.0% |
| Admin fee / account holder | $1,090 | $7,993-86.4% | $15,914-93.2% | $6,940-84.3% |