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 | $72,101 | $80,985-11.0% | $96,576-25.3% | $75,181-4.1% |
| Participation rate | 31.3% | 71.8%-40.5pp | 76.0%-44.7pp | 67.2%-35.9pp |
| Annual return | 17.82% | 27.05%-9.2pp | 25.87%-8.0pp | 160.69%-142.9pp |
| Employer contribution / active EE | $798 | $2,282-65.1% | $2,965-73.1% | $2,671-70.1% |
| Participant deferral / active EE | $3,158 | $3,929-19.6% | $4,851-34.9% | $4,126-23.5% |
| Admin fee / account holder | $2,203 | $6,719-67.2% | $8,253-73.3% | $5,650-61.0% |