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 | $52,056 | $71,230-26.9% | $93,727-44.5% | $80,959-35.7% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 11.05% | 11.26%-0.2pp | 133.83%-122.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $770 | $1,565-50.8% | $2,421-68.2% | $2,757-72.1% |
| Participant deferral / active EE | $1,333 | $4,037-67.0% | $4,417-69.8% | $4,300-69.0% |
| Admin fee / account holder | $1,645 | $6,961-76.4% | $8,292-80.2% | $6,925-76.2% |