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 | $94,149 | $97,550-3.5% | $120,344-21.8% | $87,485+7.6% |
| Participation rate | 48.6% | 72.8%-24.2pp | 76.7%-28.1pp | 68.9%-20.3pp |
| Annual return | 12.40% | 18.41%-6.0pp | 20.30%-7.9pp | 26.06%-13.7pp |
| Employer contribution / active EE | $681 | $2,291-70.3% | $3,020-77.4% | $2,596-73.8% |
| Participant deferral / active EE | $2,344 | $4,230-44.6% | $5,135-54.4% | $4,274-45.2% |
| Admin fee / account holder | $16,419 | $9,543+72.1% | $12,742+28.9% | $7,775+111.2% |