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 | $58,256 | $56,287+3.5% | $80,977-28.1% | $62,881-7.4% |
| Participation rate | 55.4% | 68.9%-13.6pp | 75.8%-20.4pp | 69.3%-13.9pp |
| Annual return | 6.60% | 22.13%-15.5pp | 17.11%-10.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $448 | $1,943-77.0% | $3,715-87.9% | $2,281-80.4% |
| Participant deferral / active EE | $2,152 | $4,196-48.7% | $5,696-62.2% | $3,203-32.8% |
| Admin fee / account holder | $2,181 | $3,742-41.7% | $5,517-60.5% | $4,296-49.2% |