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 | $42,191 | $54,757-22.9% | $90,300-53.3% | $72,983-42.2% |
| Participation rate | 40.9% | 65.1%-24.3pp | 73.3%-32.4pp | 69.5%-28.6pp |
| Annual return | 21.19% | 30.63%-9.4pp | 78.11%-56.9pp | 81.01%-59.8pp |
| Employer contribution / active EE | $864 | $2,092-58.7% | $2,854-69.7% | $2,440-64.6% |
| Participant deferral / active EE | $2,033 | $2,887-29.6% | $3,884-47.7% | $3,608-43.7% |
| Admin fee / account holder | $2,167 | $3,972-45.4% | $5,353-59.5% | $5,124-57.7% |