Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,895 | $61,315+7.5% | $90,259-27.0% | $64,728+1.8% |
| Participation rate | 18.8% | 51.1%-32.4pp | 70.7%-52.0pp | 57.9%-39.1pp |
| Annual return | 37.32% | 19.46%+17.9pp | 18.88%+18.4pp | 49.38%-12.1pp |
| Employer contribution / active EE | $733 | $1,602-54.2% | $2,291-68.0% | $2,243-67.3% |
| Participant deferral / active EE | $1,497 | $2,408-37.9% | $3,827-60.9% | $2,729-45.2% |
| Admin fee / account holder | $3,715 | $1,726+115.2% | $7,267-48.9% | $1,145+224.4% |