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 | $41,284 | $81,331-49.2% | $155,534-73.5% | $80,935-49.0% |
| Participation rate | 45.2% | 66.3%-21.1pp | 78.2%-33.1pp | 67.7%-22.5pp |
| Annual return | 11.95% | 33.37%-21.4pp | 64.92%-53.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $861 | $3,105-72.3% | $4,675-81.6% | $2,757-68.8% |
| Participant deferral / active EE | $4,506 | $3,454+30.4% | $5,630-20.0% | $4,299+4.8% |
| Admin fee / account holder | $7,919 | $7,999-1.0% | $15,900-50.2% | $6,924+14.4% |