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 | $62,295 | $73,107-14.8% | $114,563-45.6% | $87,485-28.8% |
| Participation rate | 56.9% | 65.8%-8.9pp | 72.9%-16.0pp | 68.9%-12.0pp |
| Annual return | 19.94% | 19.47%+0.5pp | 241.09%-221.2pp | 26.06%-6.1pp |
| Employer contribution / active EE | $880 | $1,881-53.2% | $2,592-66.1% | $2,596-66.1% |
| Participant deferral / active EE | $3,790 | $3,144+20.5% | $4,142-8.5% | $4,274-11.3% |
| Admin fee / account holder | $1,896 | $5,770-67.1% | $7,623-75.1% | $7,775-75.6% |