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 | $86,471 | $73,787+17.2% | $98,716-12.4% | $82,448+4.9% |
| Participation rate | 40.4% | 61.4%-21.0pp | 69.3%-28.9pp | 68.1%-27.7pp |
| Annual return | 15.69% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $470 | $1,511-68.9% | $2,279-79.4% | $2,551-81.6% |
| Participant deferral / active EE | $3,229 | $3,081+4.8% | $4,048-20.2% | $4,139-22.0% |
| Admin fee / account holder | $2,882 | $6,500-55.7% | $8,703-66.9% | $7,234-60.2% |