Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,491 | $37,446+42.8% | $77,552-31.0% | $79,856-33.0% |
| Participation rate | 25.4% | 41.5%-16.1pp | 54.2%-28.8pp | 69.6%-44.2pp |
| Annual return | 16.05% | 39.76%-23.7pp | 54.82%-38.8pp | 31.71%-15.7pp |
| Employer contribution / active EE | $380 | $637-40.4% | $987-61.5% | $2,471-84.6% |
| Participant deferral / active EE | $649 | $1,261-48.6% | $1,861-65.1% | $3,741-82.7% |
| Admin fee / account holder | $453 | $2,506-81.9% | $2,859-84.2% | $5,306-91.5% |