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 | $53,627 | $86,940-38.3% | $102,434-47.6% | $80,935-33.7% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.4pp | 67.7%-10.5pp |
| Annual return | 11.36% | 18.89%-7.5pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $774 | $2,370-67.4% | $3,023-74.4% | $2,757-71.9% |
| Participant deferral / active EE | $2,393 | $4,121-41.9% | $5,055-52.7% | $4,299-44.3% |
| Admin fee / account holder | $2,863 | $8,047-64.4% | $9,462-69.7% | $6,924-58.7% |