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 | $86,532 | $94,031-8.0% | $115,768-25.3% | $82,448+5.0% |
| Participation rate | 50.5% | 70.4%-19.9pp | 74.4%-23.9pp | 68.1%-17.5pp |
| Annual return | 13.20% | 20.61%-7.4pp | 100.46%-87.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $812 | $2,323-65.0% | $2,940-72.4% | $2,551-68.2% |
| Participant deferral / active EE | $2,316 | $3,972-41.7% | $4,917-52.9% | $4,139-44.1% |
| Admin fee / account holder | $17,290 | $10,249+68.7% | $12,439+39.0% | $7,234+139.0% |