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 | $44,171 | $76,551-42.3% | $123,894-64.3% | $62,881-29.8% |
| Participation rate | 54.8% | 73.0%-18.1pp | 81.4%-26.6pp | 69.3%-14.5pp |
| Annual return | 6.43% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,249 | $2,882-22.0% | $4,617-51.3% | $2,281-1.4% |
| Participant deferral / active EE | $6,128 | $4,840+26.6% | $5,984+2.4% | $3,203+91.3% |
| Admin fee / account holder | $6,949 | $4,826+44.0% | $8,357-16.9% | $4,296+61.8% |