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 | $41,579 | $64,920-36.0% | $103,693-59.9% | $86,983-52.2% |
| Participation rate | 51.2% | 63.6%-12.4pp | 72.6%-21.5pp | 69.5%-18.4pp |
| Annual return | 11.97% | 30.29%-18.3pp | 47.61%-35.6pp | 25.83%-13.9pp |
| Employer contribution / active EE | $714 | $2,141-66.6% | $2,920-75.5% | $2,584-72.4% |
| Participant deferral / active EE | $2,963 | $3,241-8.6% | $4,579-35.3% | $4,194-29.3% |
| Admin fee / account holder | $1,245 | $6,191-79.9% | $7,858-84.2% | $7,856-84.1% |