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 | $56,739 | $72,607-21.9% | $90,259-37.1% | $87,485-35.1% |
| Participation rate | 31.9% | 64.8%-32.9pp | 70.7%-38.9pp | 68.9%-37.1pp |
| Annual return | 13.33% | 18.59%-5.3pp | 18.88%-5.6pp | 26.06%-12.7pp |
| Employer contribution / active EE | $928 | $1,919-51.7% | $2,291-59.5% | $2,596-64.3% |
| Participant deferral / active EE | $1,621 | $3,055-46.9% | $3,827-57.6% | $4,274-62.1% |
| Admin fee / account holder | $1,995 | $5,947-66.5% | $7,267-72.5% | $7,775-74.3% |