Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $83,349 | $55,930+49.0% | $76,089+9.5% | $80,925+3.0% |
| Participation rate | 25.8% | 62.1%-36.2pp | 69.1%-43.3pp | 67.7%-41.9pp |
| Annual return | 12.64% | 20.58%-7.9pp | 360.94%-348.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $696 | $1,866-62.7% | $2,690-74.1% | $2,756-74.8% |
| Participant deferral / active EE | $2,231 | $3,051-26.9% | $4,259-47.6% | $4,299-48.1% |
| Admin fee / account holder | $1,032 | $5,241-80.3% | $6,418-83.9% | $6,940-85.1% |