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 | $38,462 | $76,834-49.9% | $108,359-64.5% | $87,485-56.0% |
| Participation rate | 67.7% | 61.7%+6.0pp | 70.1%-2.4pp | 68.9%-1.2pp |
| Annual return | 13.10% | 19.09%-6.0pp | 36.89%-23.8pp | 26.06%-13.0pp |
| Employer contribution / active EE | $868 | $1,556-44.2% | $2,399-63.8% | $2,596-66.6% |
| Participant deferral / active EE | $1,357 | $3,100-56.2% | $4,137-67.2% | $4,274-68.3% |
| Admin fee / account holder | $4,647 | $6,537-28.9% | $9,741-52.3% | $7,775-40.2% |