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 | $70,562 | $87,060-19.0% | $105,591-33.2% | $80,911-12.8% |
| Participation rate | 36.5% | 70.4%-34.0pp | 75.3%-38.8pp | 67.6%-31.2pp |
| Annual return | 14.92% | 17.05%-2.1pp | 116.43%-101.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $1,279 | $2,396-46.6% | $3,166-59.6% | $2,756-53.6% |
| Participant deferral / active EE | $2,755 | $3,986-30.9% | $5,008-45.0% | $4,297-35.9% |
| Admin fee / account holder | $4,147 | $8,442-50.9% | $11,024-62.4% | $6,935-40.2% |