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 | $106,279 | $69,590+52.7% | $136,867-22.3% | $94,015+13.0% |
| Participation rate | 51.8% | 66.3%-14.6pp | 74.5%-22.8pp | 70.8%-19.1pp |
| Annual return | 12.60% | 19.62%-7.0pp | 42.97%-30.4pp | 17.84%-5.2pp |
| Employer contribution / active EE | $377 | $2,396-84.3% | $3,547-89.4% | $2,790-86.5% |
| Participant deferral / active EE | $2,504 | $3,437-27.1% | $4,924-49.1% | $4,249-41.1% |
| Admin fee / account holder | $17,381 | $8,912+95.0% | $10,340+68.1% | $8,951+94.2% |