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 | $64,942 | $59,440+9.3% | $78,004-16.7% | $82,637-21.4% |
| Participation rate | 25.0% | 62.8%-37.8pp | 69.4%-44.4pp | 68.1%-43.1pp |
| Annual return | 16.99% | 40.24%-23.3pp | 31.07%-14.1pp | 53.51%-36.5pp |
| Employer contribution / active EE | $457 | $1,750-73.9% | $2,469-81.5% | $2,552-82.1% |
| Participant deferral / active EE | $1,728 | $3,138-44.9% | $4,092-57.8% | $4,126-58.1% |
| Admin fee / account holder | $13,288 | $5,504+141.4% | $7,578+75.4% | $7,339+81.1% |