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 | $23,867 | $37,446-36.3% | $77,552-69.2% | $79,856-70.1% |
| Participation rate | 43.2% | 41.5%+1.7pp | 54.2%-10.9pp | 69.6%-26.4pp |
| Annual return | 14.34% | 39.76%-25.4pp | 54.82%-40.5pp | 31.71%-17.4pp |
| Employer contribution / active EE | $571 | $637-10.4% | $987-42.1% | $2,471-76.9% |
| Participant deferral / active EE | $1,067 | $1,261-15.4% | $1,861-42.7% | $3,741-71.5% |
| Admin fee / account holder | $790 | $2,506-68.5% | $2,859-72.4% | $5,306-85.1% |