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 | $50,980 | $52,306-2.5% | $69,779-26.9% | $62,881-18.9% |
| Participation rate | 53.6% | 67.2%-13.7pp | 71.8%-18.3pp | 69.3%-15.7pp |
| Annual return | 6.51% | 13.35%-6.8pp | 12.99%-6.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $757 | $1,799-57.9% | $2,338-67.6% | $2,281-66.8% |
| Participant deferral / active EE | $992 | $2,395-58.6% | $2,931-66.2% | $3,203-69.0% |
| Admin fee / account holder | $654 | $3,691-82.3% | $4,381-85.1% | $4,296-84.8% |