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 | $45,149 | $43,075+4.8% | $74,577-39.5% | $62,881-28.2% |
| Participation rate | 46.4% | 58.1%-11.6pp | 68.1%-21.7pp | 69.3%-22.9pp |
| Annual return | 5.24% | 17.50%-12.3pp | 20.47%-15.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,232 | $1,498-17.7% | $2,525-51.2% | $2,281-46.0% |
| Participant deferral / active EE | $3,557 | $2,389+48.9% | $3,458+2.9% | $3,203+11.1% |
| Admin fee / account holder | $390 | $2,840-86.3% | $4,138-90.6% | $4,296-90.9% |