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 | $36,864 | $56,054-34.2% | $171,082-78.5% | $62,881-41.4% |
| Participation rate | 38.7% | 62.9%-24.2pp | 76.7%-38.0pp | 69.3%-30.6pp |
| Annual return | 12.00% | 22.52%-10.5pp | 32.56%-20.6pp | 20.14%-8.1pp |
| Employer contribution / active EE | $879 | $1,731-49.2% | $4,002-78.0% | $2,281-61.4% |
| Participant deferral / active EE | $1,440 | $3,158-54.4% | $4,797-70.0% | $3,203-55.0% |
| Admin fee / account holder | $939 | $3,647-74.3% | $8,520-89.0% | $4,296-78.1% |