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 | $34,808 | $60,349-42.3% | $74,184-53.1% | $62,881-44.6% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 5.94% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $691 | $1,680-58.9% | $2,370-70.8% | $2,281-69.7% |
| Participant deferral / active EE | $1,584 | $2,856-44.5% | $3,550-55.4% | $3,203-50.5% |
| Admin fee / account holder | $1,335 | $4,261-68.7% | $5,586-76.1% | $4,296-68.9% |