Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,262 | $53,774+25.1% | $134,162-49.9% | $79,856-15.8% |
| Participation rate | 58.1% | 58.8%-0.6pp | 72.2%-14.0pp | 69.6%-11.5pp |
| Annual return | 13.75% | 19.01%-5.3pp | 36.35%-22.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $916 | $1,322-30.7% | $3,705-75.3% | $2,471-62.9% |
| Participant deferral / active EE | $2,663 | $2,420+10.1% | $3,500-23.9% | $3,741-28.8% |
| Admin fee / account holder | $679 | $3,985-83.0% | $6,685-89.8% | $5,306-87.2% |