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 | $46,229 | $63,082-26.7% | $81,716-43.4% | $79,852-42.1% |
| Participation rate | 51.0% | 67.5%-16.5pp | 72.0%-21.0pp | 69.6%-18.6pp |
| Annual return | 21.67% | 22.66%-1.0pp | 29.49%-7.8pp | 31.72%-10.1pp |
| Employer contribution / active EE | $900 | $1,795-49.9% | $4,310-79.1% | $2,471-63.6% |
| Participant deferral / active EE | $2,086 | $2,780-25.0% | $7,108-70.6% | $3,740-44.2% |
| Admin fee / account holder | $4,954 | $4,428+11.9% | $5,159-4.0% | $5,306-6.6% |