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 | $40,812 | $62,672-34.9% | $185,117-78.0% | $70,124-41.8% |
| Participation rate | 61.3% | 63.8%-2.5pp | 77.3%-16.0pp | 69.5%-8.3pp |
| Annual return | 17.12% | 40.79%-23.7pp | 40.50%-23.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $992 | $1,753-43.4% | $4,182-76.3% | $2,342-57.7% |
| Participant deferral / active EE | $1,957 | $3,272-40.2% | $5,045-61.2% | $3,332-41.3% |
| Admin fee / account holder | $619 | $3,932-84.3% | $8,159-92.4% | $4,645-86.7% |