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 | $41,417 | $93,064-55.5% | $74,577-44.5% | $273,972-84.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 6.76% | 26.18%-19.4pp | 20.47%-13.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,461 | $3,160-53.8% | $2,525-42.1% | $4,869-70.0% |
| Participant deferral / active EE | $5,078 | $4,160+22.1% | $3,458+46.8% | $5,287-4.0% |
| Admin fee / account holder | $11,314 | $5,273+114.6% | $4,138+173.4% | $10,133+11.7% |