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 | $54,960 | $58,493-6.0% | $84,021-34.6% | $72,975-24.7% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 18.90% | 28.93%-10.0pp | 71.32%-52.4pp | 81.01%-62.1pp |
| Employer contribution / active EE | $343 | $1,163-70.5% | $1,984-82.7% | $2,440-85.9% |
| Participant deferral / active EE | $2,844 | $2,394+18.8% | $3,239-12.2% | $3,608-21.2% |
| Admin fee / account holder | $6,511 | $4,569+42.5% | $6,102+6.7% | $5,124+27.1% |