Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,658 | $60,349+8.8% | $74,184-11.5% | $62,881+4.4% |
| Participation rate | 29.5% | 72.7%-43.3pp | 76.6%-47.1pp | 69.3%-39.8pp |
| Annual return | 10.08% | 21.38%-11.3pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $780 | $1,680-53.6% | $2,370-67.1% | $2,281-65.8% |
| Participant deferral / active EE | $1,670 | $2,856-41.5% | $3,550-53.0% | $3,203-47.9% |
| Admin fee / account holder | $1,739 | $4,261-59.2% | $5,586-68.9% | $4,296-59.5% |