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 | $68,515 | $81,504-15.9% | $102,437-33.1% | $80,959-15.4% |
| Participation rate | 46.7% | 66.9%-20.2pp | 74.5%-27.8pp | 67.7%-21.0pp |
| Annual return | 14.58% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $830 | $3,104-73.3% | $3,871-78.6% | $2,757-69.9% |
| Participant deferral / active EE | $2,147 | $3,871-44.5% | $5,060-57.6% | $4,300-50.1% |
| Admin fee / account holder | $4,769 | $6,719-29.0% | $8,388-43.1% | $6,925-31.1% |