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 | $60,511 | $65,395-7.5% | $182,558-66.9% | $72,976-17.1% |
| Participation rate | 63.0% | 65.4%-2.5pp | 78.0%-15.0pp | 69.5%-6.5pp |
| Annual return | 18.59% | 27.68%-9.1pp | 148.59%-130.0pp | 81.02%-62.4pp |
| Employer contribution / active EE | $367 | $1,911-80.8% | $4,076-91.0% | $2,440-85.0% |
| Participant deferral / active EE | $3,005 | $3,563-15.7% | $5,526-45.6% | $3,608-16.7% |
| Admin fee / account holder | $570 | $4,245-86.6% | $8,594-93.4% | $5,124-88.9% |