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 | $77,894 | $81,331-4.2% | $155,534-49.9% | $80,935-3.8% |
| Participation rate | 23.3% | 66.3%-43.0pp | 78.2%-54.9pp | 67.7%-44.4pp |
| Annual return | 10.83% | 33.37%-22.5pp | 64.92%-54.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $583 | $3,105-81.2% | $4,675-87.5% | $2,757-78.9% |
| Participant deferral / active EE | $1,816 | $3,454-47.4% | $5,630-67.7% | $4,299-57.8% |
| Admin fee / account holder | $1,655 | $7,999-79.3% | $15,900-89.6% | $6,924-76.1% |