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 | $80,021 | $87,059-8.1% | $105,608-24.2% | $80,925-1.1% |
| Participation rate | 56.7% | 70.4%-13.8pp | 75.3%-18.6pp | 67.7%-11.0pp |
| Annual return | 10.24% | 17.05%-6.8pp | 116.50%-106.3pp | 35.65%-25.4pp |
| Employer contribution / active EE | $799 | $2,396-66.7% | $3,167-74.8% | $2,756-71.0% |
| Participant deferral / active EE | $3,455 | $3,986-13.3% | $5,010-31.0% | $4,299-19.6% |
| Admin fee / account holder | $7,506 | $8,443-11.1% | $11,028-31.9% | $6,940+8.2% |