Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,024 | $57,140-3.7% | $85,240-35.4% | $80,959-32.0% |
| Participation rate | 36.1% | 56.4%-20.3pp | 67.5%-31.4pp | 67.7%-31.6pp |
| Annual return | 12.25% | 21.71%-9.5pp | 66.75%-54.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $736 | $1,802-59.1% | $2,735-73.1% | $2,757-73.3% |
| Participant deferral / active EE | $3,575 | $3,115+14.7% | $4,527-21.0% | $4,300-16.9% |
| Admin fee / account holder | $10,868 | $4,992+117.7% | $6,165+76.3% | $6,925+56.9% |