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 | $71,341 | $87,180-18.2% | $173,703-58.9% | $94,015-24.1% |
| Participation rate | 31.6% | 65.6%-34.0pp | 75.9%-44.3pp | 70.8%-39.2pp |
| Annual return | 19.19% | 14.17%+5.0pp | 17.46%+1.7pp | 17.84%+1.3pp |
| Employer contribution / active EE | $1,145 | $2,494-54.1% | $4,288-73.3% | $2,790-59.0% |
| Participant deferral / active EE | $2,062 | $3,343-38.3% | $4,854-57.5% | $4,249-51.5% |
| Admin fee / account holder | $1,857 | $7,506-75.3% | $15,562-88.1% | $8,951-79.3% |