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 | $79,561 | $80,763-1.5% | $102,412-22.3% | $74,459+6.9% |
| Participation rate | 55.6% | 65.7%-10.1pp | 74.5%-18.9pp | 67.2%-11.7pp |
| Annual return | 13.84% | 27.57%-13.7pp | 24.94%-11.1pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $2,654 | $3,160-16.0% | $3,870-31.4% | $2,626+1.1% |
| Participant deferral / active EE | $3,458 | $3,862-10.5% | $5,060-31.7% | $4,350-20.5% |
| Admin fee / account holder | $7,035 | $2,371+196.7% | $8,388-16.1% | $1,945+261.8% |