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 | $60,966 | $76,407-20.2% | $150,298-59.4% | $82,448-26.1% |
| Participation rate | 36.1% | 66.4%-30.3pp | 77.8%-41.6pp | 68.1%-32.0pp |
| Annual return | 14.96% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $599 | $2,614-77.1% | $4,154-85.6% | $2,551-76.5% |
| Participant deferral / active EE | $2,433 | $3,214-24.3% | $5,453-55.4% | $4,139-41.2% |
| Admin fee / account holder | $1,388 | $6,352-78.2% | $14,116-90.2% | $7,234-80.8% |