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 | $15,281 | $52,580-70.9% | $71,671-78.7% | $70,126-78.2% |
| Participation rate | 62.5% | 60.9%+1.6pp | 68.7%-6.2pp | 69.5%-7.0pp |
| Annual return | 13.49% | 20.25%-6.8pp | 20.65%-7.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $980 | $1,616-39.3% | $2,460-60.1% | $2,343-58.1% |
| Participant deferral / active EE | $2,365 | $2,386-0.9% | $3,438-31.2% | $3,332-29.0% |
| Admin fee / account holder | $1,817 | $3,653-50.3% | $5,558-67.3% | $4,645-60.9% |