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 | $46,437 | $46,599-0.3% | $64,101-27.6% | $75,173-38.2% |
| Participation rate | 61.7% | 65.9%-4.2pp | 72.3%-10.6pp | 67.2%-5.5pp |
| Annual return | 13.28% | 26.06%-12.8pp | 33.72%-20.4pp | 160.72%-147.4pp |
| Employer contribution / active EE | $721 | $1,975-63.5% | $2,749-73.8% | $2,671-73.0% |
| Participant deferral / active EE | $3,029 | $2,837+6.8% | $3,881-21.9% | $4,126-26.6% |
| Admin fee / account holder | $9,554 | $2,956+223.2% | $3,070+211.2% | $5,651+69.1% |