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 | $60,410 | $48,364+24.9% | $71,796-15.9% | $62,881-3.9% |
| Participation rate | 53.2% | 60.6%-7.4pp | 69.1%-15.9pp | 69.3%-16.1pp |
| Annual return | 8.12% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $288 | $1,042-72.3% | $1,924-85.0% | $2,281-87.4% |
| Participant deferral / active EE | $2,251 | $2,091+7.6% | $2,794-19.4% | $3,203-29.7% |
| Admin fee / account holder | $5,667 | $3,771+50.3% | $4,815+17.7% | $4,296+31.9% |