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 | $38,577 | $67,602-42.9% | $82,312-53.1% | $70,126-45.0% |
| Participation rate | 64.6% | 72.8%-8.2pp | 76.9%-12.3pp | 69.5%-5.0pp |
| Annual return | 13.50% | 21.57%-8.1pp | 25.88%-12.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $395 | $1,755-77.5% | $2,428-83.7% | $2,343-83.1% |
| Participant deferral / active EE | $1,665 | $2,987-44.3% | $3,706-55.1% | $3,332-50.0% |
| Admin fee / account holder | $4,154 | $4,512-7.9% | $5,608-25.9% | $4,645-10.6% |