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 | $56,113 | $78,015-28.1% | $178,505-68.6% | $80,959-30.7% |
| Participation rate | 46.4% | 65.7%-19.3pp | 77.1%-30.7pp | 67.7%-21.3pp |
| Annual return | 11.82% | 18.10%-6.3pp | 27.16%-15.3pp | 35.67%-23.9pp |
| Employer contribution / active EE | $790 | $2,281-65.4% | $3,955-80.0% | $2,757-71.3% |
| Participant deferral / active EE | $5,854 | $4,406+32.9% | $6,280-6.8% | $4,300+36.1% |
| Admin fee / account holder | $20,241 | $7,160+182.7% | $10,428+94.1% | $6,925+192.3% |