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 | $45,668 | $48,364-5.6% | $71,796-36.4% | $62,881-27.4% |
| Participation rate | 69.0% | 60.6%+8.3pp | 69.1%-0.1pp | 69.3%-0.3pp |
| Annual return | 7.58% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $678 | $1,042-34.9% | $1,924-64.8% | $2,281-70.3% |
| Participant deferral / active EE | $2,401 | $2,091+14.8% | $2,794-14.1% | $3,203-25.0% |
| Admin fee / account holder | $5,224 | $3,771+38.5% | $4,815+8.5% | $4,296+21.6% |