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 | $41,266 | $64,359-35.9% | $90,161-54.2% | $70,124-41.2% |
| Participation rate | 57.1% | 70.4%-13.3pp | 76.9%-19.7pp | 69.5%-12.4pp |
| Annual return | 18.39% | 28.13%-9.7pp | 34.89%-16.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $638 | $2,046-68.8% | $3,318-80.8% | $2,342-72.7% |
| Participant deferral / active EE | $5,229 | $4,389+19.1% | $5,287-1.1% | $3,332+56.9% |
| Admin fee / account holder | $675 | $3,945-82.9% | $5,943-88.6% | $4,645-85.5% |