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 | $112,761 | $83,898+34.4% | $133,346-15.4% | $94,015+19.9% |
| Participation rate | 63.5% | 63.4%+0.1pp | 72.8%-9.4pp | 70.8%-7.3pp |
| Annual return | 15.02% | 16.00%-1.0pp | 36.85%-21.8pp | 17.84%-2.8pp |
| Employer contribution / active EE | $473 | $1,821-74.0% | $2,853-83.4% | $2,790-83.0% |
| Participant deferral / active EE | $2,768 | $3,245-14.7% | $4,332-36.1% | $4,249-34.9% |
| Admin fee / account holder | $26,564 | $7,809+240.2% | $14,264+86.2% | $8,951+196.8% |