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 | $58,850 | $91,179-35.5% | $178,499-67.0% | $79,852-26.3% |
| Participation rate | 40.8% | 69.2%-28.4pp | 81.9%-41.1pp | 69.6%-28.8pp |
| Annual return | 12.87% | 24.19%-11.3pp | 151.10%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $493 | $3,256-84.9% | $5,011-90.2% | $2,471-80.1% |
| Participant deferral / active EE | $2,144 | $3,236-33.7% | $5,202-58.8% | $3,740-42.7% |
| Admin fee / account holder | $11,401 | $6,749+68.9% | $13,986-18.5% | $5,306+114.9% |