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 | $75,415 | $99,875-24.5% | $146,866-48.7% | $86,983-13.3% |
| Participation rate | 41.9% | 75.8%-33.9pp | 82.5%-40.6pp | 69.5%-27.7pp |
| Annual return | 15.71% | 28.10%-12.4pp | 102.85%-87.1pp | 25.83%-10.1pp |
| Employer contribution / active EE | $2,538 | $3,224-21.3% | $4,425-42.6% | $2,584-1.8% |
| Participant deferral / active EE | $6,020 | $6,322-4.8% | $7,759-22.4% | $4,194+43.6% |
| Admin fee / account holder | $30,673 | $7,838+291.3% | $13,620+125.2% | $7,856+290.4% |