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 | $71,344 | $91,198-21.8% | $178,503-60.0% | $79,856-10.7% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.2pp |
| Annual return | 15.36% | 24.20%-8.8pp | 151.12%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $642 | $3,257-80.3% | $5,011-87.2% | $2,471-74.0% |
| Participant deferral / active EE | $2,070 | $3,237-36.1% | $5,202-60.2% | $3,741-44.7% |
| Admin fee / account holder | $977 | $6,748-85.5% | $13,987-93.0% | $5,306-81.6% |