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 | $107,459 | $83,898+28.1% | $133,346-19.4% | $94,015+14.3% |
| Participation rate | 47.5% | 63.4%-15.8pp | 72.8%-25.3pp | 70.8%-23.3pp |
| Annual return | 15.42% | 16.00%-0.6pp | 36.85%-21.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $472 | $1,821-74.1% | $2,853-83.4% | $2,790-83.1% |
| Participant deferral / active EE | $3,182 | $3,245-1.9% | $4,332-26.6% | $4,249-25.1% |
| Admin fee / account holder | $2,130 | $7,809-72.7% | $14,264-85.1% | $8,951-76.2% |