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 | $36,576 | $49,249-25.7% | $70,476-48.1% | $79,852-54.2% |
| Participation rate | 54.2% | 69.2%-15.0pp | 75.1%-20.9pp | 69.6%-15.5pp |
| Annual return | 6.77% | 30.09%-23.3pp | 109.12%-102.4pp | 31.72%-25.0pp |
| Employer contribution / active EE | $775 | $2,100-63.1% | $2,738-71.7% | $2,471-68.7% |
| Participant deferral / active EE | $1,706 | $2,769-38.4% | $3,710-54.0% | $3,740-54.4% |
| Admin fee / account holder | $1,728 | $2,878-40.0% | $3,847-55.1% | $5,306-67.4% |