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 | $49,906 | $73,787-32.4% | $98,716-49.4% | $82,448-39.5% |
| Participation rate | 32.1% | 61.4%-29.3pp | 69.3%-37.2pp | 68.1%-36.0pp |
| Annual return | 15.71% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $702 | $1,511-53.5% | $2,279-69.2% | $2,551-72.5% |
| Participant deferral / active EE | $1,463 | $3,081-52.5% | $4,048-63.8% | $4,139-64.6% |
| Admin fee / account holder | $3,271 | $6,500-49.7% | $8,703-62.4% | $7,234-54.8% |