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 | $70,677 | $45,312+56.0% | $86,233-18.0% | $67,986+4.0% |
| Participation rate | 23.3% | 42.4%-19.1pp | 69.0%-45.7pp | 57.2%-33.9pp |
| Annual return | 14.93% | 24.79%-9.9pp | 61.39%-46.5pp | 31.67%-16.7pp |
| Employer contribution / active EE | $518 | $1,160-55.3% | $2,504-79.3% | $2,019-74.3% |
| Participant deferral / active EE | $1,843 | $2,185-15.6% | $4,559-59.6% | $3,358-45.1% |
| Admin fee / account holder | $6,859 | $3,295+108.2% | $8,342-17.8% | $3,203+114.1% |