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 | $36,210 | $94,031-61.5% | $115,768-68.7% | $82,448-56.1% |
| Participation rate | 58.1% | 70.4%-12.3pp | 74.4%-16.3pp | 68.1%-10.0pp |
| Annual return | 14.60% | 20.61%-6.0pp | 100.46%-85.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $901 | $2,323-61.2% | $2,940-69.4% | $2,551-64.7% |
| Participant deferral / active EE | $2,154 | $3,972-45.8% | $4,917-56.2% | $4,139-48.0% |
| Admin fee / account holder | $446 | $10,249-95.6% | $12,439-96.4% | $7,234-93.8% |