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 | $40,159 | $75,541-46.8% | $152,093-73.6% | $82,637-51.4% |
| Participation rate | 29.5% | 66.5%-37.1pp | 77.8%-48.3pp | 68.1%-38.6pp |
| Annual return | 22.81% | 32.56%-9.7pp | 66.36%-43.5pp | 53.51%-30.7pp |
| Employer contribution / active EE | $800 | $2,622-69.5% | $4,175-80.8% | $2,552-68.7% |
| Participant deferral / active EE | $3,074 | $3,206-4.1% | $5,451-43.6% | $4,126-25.5% |
| Admin fee / account holder | $3,340 | $6,405-47.9% | $14,497-77.0% | $7,339-54.5% |