Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,999 | $72,273-43.3% | $101,275-59.5% | $79,856-48.7% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 14.88% | 22.30%-7.4pp | 46.48%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $783 | $2,691-70.9% | $3,660-78.6% | $2,471-68.3% |
| Participant deferral / active EE | $2,714 | $3,282-17.3% | $4,371-37.9% | $3,741-27.5% |
| Admin fee / account holder | $898 | $4,401-79.6% | $5,948-84.9% | $5,306-83.1% |