Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,175 | $81,446-11.4% | $103,374-30.2% | $80,874-10.8% |
| Participation rate | 51.3% | 66.9%-15.6pp | 74.5%-23.2pp | 67.6%-16.4pp |
| Annual return | 11.99% | 25.57%-13.6pp | 24.89%-12.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $911 | $3,107-70.7% | $3,869-76.4% | $2,756-66.9% |
| Participant deferral / active EE | $3,451 | $3,870-10.8% | $5,058-31.8% | $4,297-19.7% |
| Admin fee / account holder | $5,100 | $6,715-24.1% | $8,394-39.2% | $6,935-26.5% |