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 | $74,801 | $59,804+25.1% | $81,982-8.8% | $79,856-6.3% |
| Participation rate | 51.6% | 61.6%-10.1pp | 69.3%-17.7pp | 69.6%-18.1pp |
| Annual return | 11.09% | 17.56%-6.5pp | 41.31%-30.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $339 | $1,713-80.2% | $2,498-86.4% | $2,471-86.3% |
| Participant deferral / active EE | $2,942 | $2,695+9.2% | $3,722-21.0% | $3,741-21.3% |
| Admin fee / account holder | $14,900 | $4,288+247.5% | $5,665+163.0% | $5,306+180.8% |