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 | $36,145 | $81,358-55.6% | $155,556-76.8% | $80,959-55.4% |
| Participation rate | 61.3% | 66.3%-5.0pp | 78.2%-16.9pp | 67.7%-6.4pp |
| Annual return | 17.61% | 33.39%-15.8pp | 64.84%-47.2pp | 35.67%-18.1pp |
| Employer contribution / active EE | $953 | $3,106-69.3% | $4,675-79.6% | $2,757-65.4% |
| Participant deferral / active EE | $3,148 | $3,455-8.9% | $5,631-44.1% | $4,300-26.8% |
| Admin fee / account holder | $3,387 | $7,994-57.6% | $15,885-78.7% | $6,925-51.1% |