Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,641 | $114,712-48.9% | $173,730-66.2% | $87,485-33.0% |
| Participation rate | 46.4% | 73.0%-26.6pp | 79.6%-33.1pp | 68.9%-22.5pp |
| Annual return | 12.97% | 20.18%-7.2pp | 19.96%-7.0pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,118 | $2,904-61.5% | $4,577-75.6% | $2,596-56.9% |
| Participant deferral / active EE | $2,960 | $4,642-36.2% | $6,326-53.2% | $4,274-30.7% |
| Admin fee / account holder | $1,387 | $10,210-86.4% | $17,523-92.1% | $7,775-82.2% |