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 | $55,881 | $54,541+2.5% | $78,778-29.1% | $70,126-20.3% |
| Participation rate | 51.7% | 60.8%-9.1pp | 69.2%-17.5pp | 69.5%-17.8pp |
| Annual return | 18.15% | 21.07%-2.9pp | 35.62%-17.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $397 | $1,089-63.5% | $1,986-80.0% | $2,343-83.0% |
| Participant deferral / active EE | $1,138 | $2,210-48.5% | $2,958-61.5% | $3,332-65.8% |
| Admin fee / account holder | $6,038 | $3,709+62.8% | $5,134+17.6% | $4,645+30.0% |