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 | $55,110 | $31,388+75.6% | $73,550-25.1% | $62,293-11.5% |
| Participation rate | 27.5% | 39.9%-12.3pp | 54.9%-27.4pp | 69.5%-42.0pp |
| Annual return | 18.24% | 25.34%-7.1pp | -15.16%+33.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $741 | $498+48.8% | $1,219-39.2% | $2,042-63.7% |
| Participant deferral / active EE | $1,660 | $1,028+61.4% | $1,804-8.0% | $3,169-47.6% |
| Admin fee / account holder | $2,920 | $299+875.4% | $2,320+25.9% | $479+509.2% |