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 | $29,749 | $81,262-63.4% | $155,602-80.9% | $80,911-63.2% |
| Participation rate | 17.9% | 66.2%-48.4pp | 78.2%-60.3pp | 67.6%-49.8pp |
| Annual return | 10.78% | 33.34%-22.6pp | 64.81%-54.0pp | 35.63%-24.9pp |
| Employer contribution / active EE | $577 | $3,102-81.4% | $4,675-87.7% | $2,756-79.1% |
| Participant deferral / active EE | $2,686 | $3,451-22.2% | $5,629-52.3% | $4,297-37.5% |
| Admin fee / account holder | $3,873 | $7,992-51.5% | $15,923-75.7% | $6,935-44.1% |