Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,325 | $86,938-36.4% | $102,423-46.0% | $80,925-31.6% |
| Participation rate | 29.0% | 72.4%-43.4pp | 76.5%-47.5pp | 67.7%-38.6pp |
| Annual return | 15.99% | 18.89%-2.9pp | 29.42%-13.4pp | 35.65%-19.7pp |
| Employer contribution / active EE | $970 | $2,369-59.1% | $3,023-67.9% | $2,756-64.8% |
| Participant deferral / active EE | $2,204 | $4,120-46.5% | $5,054-56.4% | $4,299-48.7% |
| Admin fee / account holder | $2,207 | $8,053-72.6% | $9,455-76.7% | $6,940-68.2% |