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 | $33,149 | $43,749-24.2% | $158,223-79.0% | $65,306-49.2% |
| Participation rate | 39.2% | 56.9%-17.7pp | 79.2%-40.0pp | 57.7%-18.5pp |
| Annual return | 13.19% | 19.41%-6.2pp | 52.09%-38.9pp | 21.94%-8.7pp |
| Employer contribution / active EE | $723 | $1,497-51.7% | $4,109-82.4% | $1,967-63.2% |
| Participant deferral / active EE | $1,418 | $2,019-29.8% | $5,467-74.1% | $2,959-52.1% |
| Admin fee / account holder | $1,749 | $1,930-9.4% | $16,047-89.1% | $3,480-49.7% |