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 | $77,357 | $54,541+41.8% | $78,778-1.8% | $70,126+10.3% |
| Participation rate | 53.2% | 60.8%-7.6pp | 69.2%-16.0pp | 69.5%-16.3pp |
| Annual return | 19.88% | 21.07%-1.2pp | 35.62%-15.7pp | 73.15%-53.3pp |
| Employer contribution / active EE | $341 | $1,089-68.6% | $1,986-82.8% | $2,343-85.4% |
| Participant deferral / active EE | $2,823 | $2,210+27.8% | $2,958-4.6% | $3,332-15.3% |
| Admin fee / account holder | $932 | $3,709-74.9% | $5,134-81.8% | $4,645-79.9% |