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 | $77,814-21.7% | $158,223-61.5% | $86,983-29.9% |
| Participation rate | 36.1% | 68.4%-32.3pp | 79.2%-43.1pp | 69.5%-33.4pp |
| Annual return | 14.96% | 30.54%-15.6pp | 52.09%-37.1pp | 25.83%-10.9pp |
| Employer contribution / active EE | $599 | $2,592-76.9% | $4,109-85.4% | $2,584-76.8% |
| Participant deferral / active EE | $2,433 | $3,270-25.6% | $5,467-55.5% | $4,194-42.0% |
| Admin fee / account holder | $1,388 | $5,879-76.4% | $16,047-91.4% | $7,856-82.3% |