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 | $69,801 | $49,255+41.7% | $70,494-1.0% | $79,856-12.6% |
| Participation rate | 53.1% | 69.2%-16.0pp | 75.1%-21.9pp | 69.6%-16.5pp |
| Annual return | 15.50% | 30.10%-14.6pp | 109.16%-93.7pp | 31.71%-16.2pp |
| Employer contribution / active EE | $807 | $2,100-61.6% | $2,738-70.5% | $2,471-67.3% |
| Participant deferral / active EE | $2,360 | $2,768-14.7% | $3,711-36.4% | $3,741-36.9% |
| Admin fee / account holder | $4,986 | $2,879+73.2% | $3,848+29.6% | $5,306-6.0% |