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 | $82,153 | $73,787+11.3% | $98,716-16.8% | $82,448-0.4% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.3%-20.7pp | 68.1%-19.5pp |
| Annual return | 18.19% | 18.57%-0.4pp | 31.81%-13.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $841 | $1,511-44.3% | $2,279-63.1% | $2,551-67.0% |
| Participant deferral / active EE | $1,948 | $3,081-36.8% | $4,048-51.9% | $4,139-52.9% |
| Admin fee / account holder | $894 | $6,500-86.2% | $8,703-89.7% | $7,234-87.6% |