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 | $67,375 | $181,896-63.0% | $156,551-57.0% | $273,972-75.4% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 7.49% | 30.74%-23.3pp | 32.23%-24.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,649 | $6,248-57.6% | $5,501-51.8% | $4,869-45.6% |
| Participant deferral / active EE | $8,485 | $5,550+52.9% | $4,871+74.2% | $5,287+60.5% |
| Admin fee / account holder | $2,800 | $15,560-82.0% | $13,028-78.5% | $10,133-72.4% |