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 | $76,394 | $51,222+49.1% | $70,544+8.3% | $75,173+1.6% |
| Participation rate | 44.1% | 61.0%-16.9pp | 68.4%-24.2pp | 67.2%-23.1pp |
| Annual return | 14.75% | 30.06%-15.3pp | 32.79%-18.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $697 | $1,827-61.8% | $2,976-76.6% | $2,671-73.9% |
| Participant deferral / active EE | $2,459 | $2,850-13.7% | $4,568-46.2% | $4,126-40.4% |
| Admin fee / account holder | $3,509 | $4,096-14.3% | $6,427-45.4% | $5,651-37.9% |