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 | $72,398 | $56,484+28.2% | $169,452-57.3% | $64,173+12.8% |
| Participation rate | 42.9% | 64.5%-21.7pp | 77.8%-34.9pp | 69.6%-26.7pp |
| Annual return | 7.90% | -1.55%+9.5pp | 1.83%+6.1pp | 7.63%+0.3pp |
| Employer contribution / active EE | $354 | $1,832-80.7% | $4,157-91.5% | $2,381-85.2% |
| Participant deferral / active EE | $1,622 | $3,448-53.0% | $5,277-69.3% | $3,470-53.3% |
| Admin fee / account holder | $708 | $4,174-83.0% | $9,110-92.2% | $4,887-85.5% |