Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,276 | $81,358-55.4% | $155,556-76.7% | $80,959-55.2% |
| Participation rate | 23.3% | 66.3%-43.0pp | 78.2%-55.0pp | 67.7%-44.4pp |
| Annual return | 14.01% | 33.39%-19.4pp | 64.84%-50.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $660 | $3,106-78.7% | $4,675-85.9% | $2,757-76.1% |
| Participant deferral / active EE | $1,251 | $3,455-63.8% | $5,631-77.8% | $4,300-70.9% |
| Admin fee / account holder | $2,151 | $7,994-73.1% | $15,885-86.5% | $6,925-68.9% |