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 | $63,932 | $73,981-13.6% | $105,754-39.5% | $62,881+1.7% |
| Participation rate | 47.3% | 71.7%-24.4pp | 78.9%-31.6pp | 69.3%-22.0pp |
| Annual return | 5.81% | 17.60%-11.8pp | 12.25%-6.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $941 | $2,856-67.1% | $4,079-76.9% | $2,281-58.8% |
| Participant deferral / active EE | $1,670 | $4,038-58.6% | $5,326-68.6% | $3,203-47.9% |
| Admin fee / account holder | $7,905 | $5,976+32.3% | $8,309-4.9% | $4,296+84.0% |