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 | $45,916 | $49,025-6.3% | $87,502-47.5% | $62,881-27.0% |
| Participation rate | 54.2% | 64.9%-10.6pp | 73.8%-19.6pp | 69.3%-15.1pp |
| Annual return | 6.33% | 10.02%-3.7pp | 12.21%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $465 | $1,372-66.1% | $2,550-81.7% | $2,281-79.6% |
| Participant deferral / active EE | $1,189 | $2,289-48.1% | $3,149-62.2% | $3,203-62.9% |
| Admin fee / account holder | $1,131 | $4,065-72.2% | $4,221-73.2% | $4,296-73.7% |