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 | $57,002 | $46,534+22.5% | $64,097-11.1% | $75,177-24.2% |
| Participation rate | 31.6% | 65.9%-34.3pp | 72.3%-40.7pp | 67.2%-35.6pp |
| Annual return | 13.98% | 26.07%-12.1pp | 33.75%-19.8pp | 160.75%-146.8pp |
| Employer contribution / active EE | $5,586 | $1,976+182.7% | $2,750+103.1% | $2,671+109.1% |
| Participant deferral / active EE | $877 | $2,835-69.1% | $3,881-77.4% | $4,126-78.8% |
| Admin fee / account holder | $6,896 | $2,957+133.2% | $3,070+124.7% | $5,651+22.0% |