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 | $39,219 | $76,551-48.8% | $123,894-68.3% | $62,881-37.6% |
| Participation rate | 55.2% | 73.0%-17.8pp | 81.4%-26.2pp | 69.3%-14.1pp |
| Annual return | 6.28% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $849 | $2,882-70.5% | $4,617-81.6% | $2,281-62.8% |
| Participant deferral / active EE | $2,926 | $4,840-39.6% | $5,984-51.1% | $3,203-8.7% |
| Admin fee / account holder | $1,126 | $4,826-76.7% | $8,357-86.5% | $4,296-73.8% |