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 | $78,431 | $112,729-30.4% | $98,716-20.5% | $137,256-42.9% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 18.22% | 38.48%-20.3pp | 31.81%-13.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $872 | $2,725-68.0% | $2,279-61.7% | $4,156-79.0% |
| Participant deferral / active EE | $2,651 | $4,640-42.9% | $4,048-34.5% | $6,407-58.6% |
| Admin fee / account holder | $1,498 | $10,129-85.2% | $8,703-82.8% | $12,270-87.8% |