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 | $35,597 | $54,541-34.7% | $78,778-54.8% | $70,126-49.2% |
| Participation rate | 44.6% | 60.8%-16.2pp | 69.2%-24.6pp | 69.5%-24.9pp |
| Annual return | 17.75% | 21.07%-3.3pp | 35.62%-17.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $200 | $1,089-81.6% | $1,986-89.9% | $2,343-91.4% |
| Participant deferral / active EE | $2,495 | $2,210+12.9% | $2,958-15.7% | $3,332-25.1% |
| Admin fee / account holder | $3,645 | $3,709-1.7% | $5,134-29.0% | $4,645-21.5% |