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 | $77,966 | $88,707-12.1% | $74,184+5.1% | $273,972-71.5% |
| Participation rate | 46.2% | 79.4%-33.3pp | 76.6%-30.5pp | 83.0%-36.9pp |
| Annual return | 8.31% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $685 | $3,159-78.3% | $2,370-71.1% | $4,869-85.9% |
| Participant deferral / active EE | $2,613 | $4,212-38.0% | $3,550-26.4% | $5,287-50.6% |
| Admin fee / account holder | $13,616 | $8,717+56.2% | $5,586+143.8% | $10,133+34.4% |