Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $82,202 | $57,065+44.1% | $75,670+8.6% | $70,131+17.2% |
| Participation rate | 22.4% | 68.1%-45.6pp | 72.3%-49.9pp | 69.5%-47.1pp |
| Annual return | 14.58% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $657 | $1,817-63.8% | $2,352-72.0% | $2,342-71.9% |
| Participant deferral / active EE | $1,669 | $2,580-35.3% | $3,142-46.9% | $3,332-49.9% |
| Admin fee / account holder | $7,195 | $3,825+88.1% | $5,800+24.1% | $4,645+54.9% |