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 | $60,839 | $35,183+72.9% | $73,545-17.3% | $70,124-13.2% |
| Participation rate | 48.8% | 42.9%+5.9pp | 54.9%-6.1pp | 69.5%-20.7pp |
| Annual return | 17.61% | 26.90%-9.3pp | -15.16%+32.8pp | 73.14%-55.5pp |
| Employer contribution / active EE | $232 | $709-67.3% | $1,219-81.0% | $2,342-90.1% |
| Participant deferral / active EE | $1,508 | $1,220+23.6% | $1,806-16.5% | $3,332-54.7% |
| Admin fee / account holder | $4,693 | $2,302+103.9% | $2,320+102.3% | $4,645+1.0% |