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 | $42,094 | $72,027-41.6% | $185,861-77.4% | $79,856-47.3% |
| Participation rate | 64.2% | 65.8%-1.6pp | 78.0%-13.9pp | 69.6%-5.5pp |
| Annual return | 11.85% | 23.13%-11.3pp | 35.96%-24.1pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,236 | $1,965-37.1% | $4,088-69.8% | $2,471-50.0% |
| Participant deferral / active EE | $1,817 | $3,780-51.9% | $5,634-67.7% | $3,741-51.4% |
| Admin fee / account holder | $13,730 | $4,513+204.2% | $9,503+44.5% | $5,306+158.7% |