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 | $75,522 | $63,845+18.3% | $81,370-7.2% | $80,959-6.7% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.7%-17.7pp |
| Annual return | 19.70% | 16.37%+3.3pp | 24.85%-5.2pp | 35.67%-16.0pp |
| Employer contribution / active EE | $778 | $1,980-60.7% | $2,464-68.4% | $2,757-71.8% |
| Participant deferral / active EE | $1,750 | $3,093-43.4% | $3,885-55.0% | $4,300-59.3% |
| Admin fee / account holder | $2,813 | $5,688-50.5% | $5,749-51.1% | $6,925-59.4% |