Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,042 | $86,938-37.8% | $102,423-47.2% | $80,925-33.2% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 10.69% | 18.89%-8.2pp | 29.42%-18.7pp | 35.65%-25.0pp |
| Employer contribution / active EE | $977 | $2,369-58.7% | $3,023-67.7% | $2,756-64.5% |
| Participant deferral / active EE | $2,470 | $4,120-40.1% | $5,054-51.1% | $4,299-42.5% |
| Admin fee / account holder | $12,478 | $8,053+55.0% | $9,455+32.0% | $6,940+79.8% |