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 | $55,184 | $65,027-15.1% | $90,970-39.3% | $79,852-30.9% |
| Participation rate | 41.7% | 61.6%-19.9pp | 69.0%-27.3pp | 69.6%-28.0pp |
| Annual return | 25.32% | 30.45%-5.1pp | 134.58%-109.3pp | 31.72%-6.4pp |
| Employer contribution / active EE | $345 | $1,247-72.3% | $2,122-83.7% | $2,471-86.0% |
| Participant deferral / active EE | $2,599 | $2,512+3.4% | $3,373-23.0% | $3,740-30.5% |
| Admin fee / account holder | $2,841 | $4,535-37.4% | $5,960-52.3% | $5,306-46.5% |