Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,287 | $87,059-23.9% | $105,608-37.2% | $80,925-18.1% |
| Participation rate | 56.5% | 70.4%-13.9pp | 75.3%-18.8pp | 67.7%-11.1pp |
| Annual return | 12.66% | 17.05%-4.4pp | 116.50%-103.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $652 | $2,396-72.8% | $3,167-79.4% | $2,756-76.3% |
| Participant deferral / active EE | $3,939 | $3,986-1.2% | $5,010-21.4% | $4,299-8.4% |
| Admin fee / account holder | $9,381 | $8,443+11.1% | $11,028-14.9% | $6,940+35.2% |