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 | $64,705 | $106,864-39.5% | $147,318-56.1% | $82,637-21.7% |
| Participation rate | 63.2% | 75.5%-12.3pp | 82.1%-18.9pp | 68.1%-4.9pp |
| Annual return | 22.63% | 27.49%-4.9pp | 70.43%-47.8pp | 53.51%-30.9pp |
| Employer contribution / active EE | $866 | $3,417-74.6% | $4,593-81.1% | $2,552-66.1% |
| Participant deferral / active EE | $9,575 | $6,496+47.4% | $7,906+21.1% | $4,126+132.1% |
| Admin fee / account holder | $25,917 | $8,415+208.0% | $13,708+89.1% | $7,339+253.2% |