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 | $82,007 | $56,277+45.7% | $80,976+1.3% | $62,891+30.4% |
| Participation rate | 43.4% | 69.0%-25.5pp | 75.8%-32.4pp | 69.3%-25.9pp |
| Annual return | 6.72% | 22.12%-15.4pp | 17.10%-10.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $617 | $1,943-68.2% | $3,714-83.4% | $2,281-72.9% |
| Participant deferral / active EE | $2,618 | $4,195-37.6% | $5,696-54.0% | $3,203-18.3% |
| Admin fee / account holder | $501 | $3,741-86.6% | $5,516-90.9% | $4,296-88.3% |