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 | $75,541-19.3% | $152,093-59.9% | $82,637-26.2% |
| Participation rate | 36.1% | 66.5%-30.4pp | 77.8%-41.7pp | 68.1%-31.9pp |
| Annual return | 14.96% | 32.56%-17.6pp | 66.36%-51.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $599 | $2,622-77.2% | $4,175-85.7% | $2,552-76.5% |
| Participant deferral / active EE | $2,433 | $3,206-24.1% | $5,451-55.4% | $4,126-41.0% |
| Admin fee / account holder | $1,388 | $6,405-78.3% | $14,497-90.4% | $7,339-81.1% |