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 | $31,776 | $35,183-9.7% | $73,550-56.8% | $70,126-54.7% |
| Participation rate | 43.2% | 42.9%+0.3pp | 54.9%-11.7pp | 69.5%-26.3pp |
| Annual return | 17.16% | 26.90%-9.7pp | -15.16%+32.3pp | 73.15%-56.0pp |
| Employer contribution / active EE | $377 | $709-46.8% | $1,219-69.1% | $2,343-83.9% |
| Participant deferral / active EE | $917 | $1,220-24.8% | $1,804-49.2% | $3,332-72.5% |
| Admin fee / account holder | $1,592 | $2,302-30.8% | $2,320-31.4% | $4,645-65.7% |