Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,002 | $76,112-29.0% | $96,544-44.1% | $71,529-24.5% |
| Participation rate | 36.8% | 74.4%-37.6pp | 76.0%-39.2pp | 67.9%-31.2pp |
| Annual return | 14.93% | 22.80%-7.9pp | 25.88%-11.0pp | 28.97%-14.0pp |
| Employer contribution / active EE | $1,754 | $2,248-22.0% | $2,966-40.9% | $2,590-32.3% |
| Participant deferral / active EE | $2,854 | $4,217-32.3% | $4,851-41.2% | $4,291-33.5% |
| Admin fee / account holder | $9,133 | $2,708+237.2% | $8,254+10.6% | $1,588+474.9% |