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 | $28,900 | $54,757-47.2% | $90,304-68.0% | $72,975-60.4% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 17.61% | 30.63%-13.0pp | 78.13%-60.5pp | 81.01%-63.4pp |
| Employer contribution / active EE | $537 | $2,093-74.3% | $2,855-81.2% | $2,440-78.0% |
| Participant deferral / active EE | $1,660 | $2,887-42.5% | $3,885-57.3% | $3,608-54.0% |
| Admin fee / account holder | $1,553 | $3,973-60.9% | $5,354-71.0% | $5,124-69.7% |