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 | $41,054 | $106,974-61.6% | $90,796-54.8% | $138,895-70.4% |
| Participation rate | 60.9% | 74.9%-14.0pp | 69.5%-8.6pp | 79.9%-19.0pp |
| Annual return | 10.67% | 20.10%-9.4pp | 19.29%-8.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,868 | $2,609-28.4% | $2,294-18.6% | $4,194-55.5% |
| Participant deferral / active EE | $3,367 | $4,455-24.4% | $3,822-11.9% | $6,396-47.4% |
| Admin fee / account holder | $6,906 | $8,626-19.9% | $7,024-1.7% | $12,562-45.0% |