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 | $69,118 | $57,073+21.1% | $85,126-18.8% | $80,925-14.6% |
| Participation rate | 34.6% | 56.4%-21.8pp | 67.5%-32.9pp | 67.7%-33.0pp |
| Annual return | 13.66% | 21.69%-8.0pp | 66.63%-53.0pp | 35.65%-22.0pp |
| Employer contribution / active EE | $908 | $1,801-49.6% | $2,731-66.8% | $2,756-67.1% |
| Participant deferral / active EE | $2,693 | $3,113-13.5% | $4,523-40.5% | $4,299-37.4% |
| Admin fee / account holder | $3,211 | $4,988-35.6% | $6,160-47.9% | $6,940-53.7% |