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 | $51,975 | $54,757-5.1% | $90,300-42.4% | $72,983-28.8% |
| Participation rate | 62.3% | 65.1%-2.8pp | 73.3%-11.0pp | 69.5%-7.2pp |
| Annual return | 18.53% | 30.63%-12.1pp | 78.11%-59.6pp | 81.01%-62.5pp |
| Employer contribution / active EE | $814 | $2,092-61.1% | $2,854-71.5% | $2,440-66.6% |
| Participant deferral / active EE | $2,133 | $2,887-26.1% | $3,884-45.1% | $3,608-40.9% |
| Admin fee / account holder | $583 | $3,972-85.3% | $5,353-89.1% | $5,124-88.6% |