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 | $52,120 | $60,349-13.6% | $74,184-29.7% | $62,881-17.1% |
| Participation rate | 63.8% | 72.7%-9.0pp | 76.6%-12.9pp | 69.3%-5.5pp |
| Annual return | 7.42% | 21.38%-14.0pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,566 | $1,680-6.8% | $2,370-33.9% | $2,281-31.3% |
| Participant deferral / active EE | $2,339 | $2,856-18.1% | $3,550-34.1% | $3,203-27.0% |
| Admin fee / account holder | $3,050 | $4,261-28.4% | $5,586-45.4% | $4,296-29.0% |