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 | $46,489 | $67,602-31.2% | $82,312-43.5% | $70,126-33.7% |
| Participation rate | 43.8% | 72.8%-29.0pp | 76.9%-33.1pp | 69.5%-25.8pp |
| Annual return | 12.37% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $924 | $1,755-47.4% | $2,428-62.0% | $2,343-60.6% |
| Participant deferral / active EE | $1,585 | $2,987-46.9% | $3,706-57.2% | $3,332-52.4% |
| Admin fee / account holder | $1,060 | $4,512-76.5% | $5,608-81.1% | $4,645-77.2% |