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 | $64,540 | $85,515-24.5% | $112,040-42.4% | $67,986-5.1% |
| Participation rate | 49.6% | 68.2%-18.7pp | 76.5%-26.9pp | 57.2%-7.6pp |
| Annual return | 15.72% | 29.68%-14.0pp | 24.52%-8.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $656 | $2,191-70.1% | $2,954-77.8% | $2,019-67.5% |
| Participant deferral / active EE | $3,029 | $4,014-24.5% | $5,098-40.6% | $3,358-9.8% |
| Admin fee / account holder | $5,580 | $3,774+47.9% | $12,098-53.9% | $3,203+74.2% |