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 | $44,232 | $52,580-15.9% | $71,671-38.3% | $70,126-36.9% |
| Participation rate | 50.6% | 60.9%-10.3pp | 68.7%-18.1pp | 69.5%-18.9pp |
| Annual return | 13.43% | 20.25%-6.8pp | 20.65%-7.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,111 | $1,616-31.2% | $2,460-54.8% | $2,343-52.6% |
| Participant deferral / active EE | $2,684 | $2,386+12.5% | $3,438-21.9% | $3,332-19.4% |
| Admin fee / account holder | $2,754 | $3,653-24.6% | $5,558-50.5% | $4,645-40.7% |