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 | $69,342 | $36,948+87.7% | $73,658-5.9% | $87,485-20.7% |
| Participation rate | 16.1% | 46.8%-30.7pp | 57.0%-40.9pp | 68.9%-52.8pp |
| Annual return | 15.15% | 28.64%-13.5pp | 29.72%-14.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $462 | $670-31.1% | $1,032-55.3% | $2,596-82.2% |
| Participant deferral / active EE | $577 | $1,379-58.2% | $2,062-72.0% | $4,274-86.5% |
| Admin fee / account holder | $677 | $2,531-73.2% | $3,357-79.8% | $7,775-91.3% |