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 | $60,487 | $93,598-35.4% | $135,974-55.5% | $75,173-19.5% |
| Participation rate | 52.4% | 75.2%-22.8pp | 81.9%-29.5pp | 67.2%-14.8pp |
| Annual return | 19.72% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $806 | $3,538-77.2% | $4,859-83.4% | $2,671-69.8% |
| Participant deferral / active EE | $5,430 | $6,405-15.2% | $7,760-30.0% | $4,126+31.6% |
| Admin fee / account holder | $2,780 | $6,978-60.2% | $10,767-74.2% | $5,651-50.8% |