Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $66,959 | $49,024+36.6% | $112,860-40.7% | $87,485-23.5% |
| Participation rate | 30.0% | 62.2%-32.2pp | 66.3%-36.3pp | 68.9%-38.9pp |
| Annual return | 19.94% | 43.86%-23.9pp | 35.26%-15.3pp | 26.06%-6.1pp |
| Employer contribution / active EE | $847 | $1,290-34.3% | $2,206-61.6% | $2,596-67.4% |
| Participant deferral / active EE | $2,375 | $2,209+7.5% | $3,493-32.0% | $4,274-44.4% |
| Admin fee / account holder | $1,994 | $6,266-68.2% | $6,841-70.9% | $7,775-74.4% |