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 | $43,371 | $56,110-22.7% | $94,993-54.3% | $70,126-38.2% |
| Participation rate | 24.0% | 65.0%-41.0pp | 73.9%-49.9pp | 69.5%-45.5pp |
| Annual return | 14.68% | 51.02%-36.3pp | 27.14%-12.5pp | 73.15%-58.5pp |
| Employer contribution / active EE | $563 | $1,442-61.0% | $2,603-78.4% | $2,343-76.0% |
| Participant deferral / active EE | $1,186 | $2,391-50.4% | $3,317-64.3% | $3,332-64.4% |
| Admin fee / account holder | $2,552 | $3,456-26.2% | $4,960-48.5% | $4,645-45.1% |