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 | $69,413 | $47,944+44.8% | $67,834+2.3% | $62,881+10.4% |
| Participation rate | 51.7% | 61.1%-9.3pp | 68.8%-17.1pp | 69.3%-17.6pp |
| Annual return | 6.08% | 11.77%-5.7pp | 138.47%-132.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $894 | $1,562-42.7% | $2,403-62.8% | $2,281-60.8% |
| Participant deferral / active EE | $3,738 | $2,247+66.4% | $3,160+18.3% | $3,203+16.7% |
| Admin fee / account holder | $757 | $3,712-79.6% | $4,622-83.6% | $4,296-82.4% |