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 | $63,318 | $43,344+46.1% | $59,899+5.7% | $64,173-1.3% |
| Participation rate | 54.9% | 69.2%-14.3pp | 74.7%-19.8pp | 69.6%-14.7pp |
| Annual return | 1.29% | -1.55%+2.8pp | 3.46%-2.2pp | 7.63%-6.3pp |
| Employer contribution / active EE | $1,173 | $2,030-42.2% | $2,723-56.9% | $2,381-50.7% |
| Participant deferral / active EE | $3,080 | $2,547+20.9% | $3,402-9.5% | $3,470-11.2% |
| Admin fee / account holder | $1,711 | $3,008-43.1% | $3,592-52.4% | $4,887-65.0% |