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 | $43,528 | $43,344+0.4% | $59,899-27.3% | $64,173-32.2% |
| Participation rate | 67.4% | 69.2%-1.8pp | 74.7%-7.3pp | 69.6%-2.2pp |
| Annual return | 8.66% | -1.55%+10.2pp | 3.46%+5.2pp | 7.63%+1.0pp |
| Employer contribution / active EE | $621 | $2,030-69.4% | $2,723-77.2% | $2,381-73.9% |
| Participant deferral / active EE | $3,304 | $2,547+29.7% | $3,402-2.9% | $3,470-4.8% |
| Admin fee / account holder | $1,017 | $3,008-66.2% | $3,592-71.7% | $4,887-79.2% |