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 | $57,439 | $58,099-1.1% | $76,872-25.3% | $75,173-23.6% |
| Participation rate | 45.5% | 63.9%-18.4pp | 69.6%-24.1pp | 67.2%-21.7pp |
| Annual return | 20.35% | 26.71%-6.4pp | 37.90%-17.6pp | 160.72%-140.4pp |
| Employer contribution / active EE | $702 | $1,996-64.8% | $2,533-72.3% | $2,671-73.7% |
| Participant deferral / active EE | $1,605 | $2,999-46.5% | $3,832-58.1% | $4,126-61.1% |
| Admin fee / account holder | $6,535 | $4,778+36.8% | $5,476+19.3% | $5,651+15.7% |