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 | $47,878 | $75,807-36.8% | $116,096-58.8% | $86,983-45.0% |
| Participation rate | 59.5% | 66.9%-7.4pp | 73.3%-13.9pp | 69.5%-10.1pp |
| Annual return | 16.34% | 18.57%-2.2pp | 326.25%-309.9pp | 25.83%-9.5pp |
| Employer contribution / active EE | $864 | $1,892-54.3% | $2,503-65.5% | $2,584-66.6% |
| Participant deferral / active EE | $3,422 | $3,212+6.5% | $3,952-13.4% | $4,194-18.4% |
| Admin fee / account holder | $9,135 | $6,659+37.2% | $7,704+18.6% | $7,856+16.3% |