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 | $80,782 | $81,487-0.9% | $102,412-21.1% | $80,935-0.2% |
| Participation rate | 25.8% | 66.8%-41.0pp | 74.5%-48.7pp | 67.7%-41.8pp |
| Annual return | 15.96% | 25.60%-9.6pp | 24.94%-9.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $948 | $3,103-69.4% | $3,870-75.5% | $2,757-65.6% |
| Participant deferral / active EE | $1,998 | $3,871-48.4% | $5,060-60.5% | $4,299-53.5% |
| Admin fee / account holder | $1,006 | $6,717-85.0% | $8,388-88.0% | $6,924-85.5% |