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 | $58,203 | $71,615-18.7% | $153,416-62.1% | $65,306-10.9% |
| Participation rate | 68.2% | 49.3%+18.9pp | 74.3%-6.2pp | 57.7%+10.5pp |
| Annual return | 17.26% | 12.62%+4.6pp | 17.84%-0.6pp | 21.94%-4.7pp |
| Employer contribution / active EE | $754 | $1,488-49.3% | $3,764-80.0% | $1,967-61.7% |
| Participant deferral / active EE | $3,931 | $2,236+75.9% | $4,723-16.8% | $2,959+32.8% |
| Admin fee / account holder | $4,059 | $3,498+16.0% | $13,095-69.0% | $3,480+16.6% |