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 | $69,326 | $56,894+21.9% | $84,753-18.2% | $62,881+10.2% |
| Participation rate | 53.7% | 68.5%-14.8pp | 76.6%-22.9pp | 69.3%-15.6pp |
| Annual return | 6.60% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,273 | $2,400-47.0% | $3,574-64.4% | $2,281-44.2% |
| Participant deferral / active EE | $2,615 | $2,709-3.5% | $3,712-29.6% | $3,203-18.4% |
| Admin fee / account holder | $5,097 | $3,581+42.3% | $5,333-4.4% | $4,296+18.7% |