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 | $58,271 | $70,435-17.3% | $96,575-39.7% | $85,856-32.1% |
| Participation rate | 68.0% | 61.8%+6.2pp | 69.8%-1.8pp | 69.3%-1.3pp |
| Annual return | 11.60% | 18.59%-7.0pp | 37.79%-26.2pp | 318.58%-307.0pp |
| Employer contribution / active EE | $815 | $1,413-42.3% | $2,357-65.4% | $2,565-68.2% |
| Participant deferral / active EE | $2,007 | $2,894-30.7% | $3,849-47.9% | $3,952-49.2% |
| Admin fee / account holder | $407 | $4,997-91.9% | $6,182-93.4% | $6,261-93.5% |