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 | $59,156 | $61,660-4.1% | $80,022-26.1% | $64,173-7.8% |
| Participation rate | 63.2% | 71.7%-8.5pp | 75.8%-12.7pp | 69.6%-6.4pp |
| Annual return | 7.29% | -0.33%+7.6pp | 11.22%-3.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $551 | $1,810-69.6% | $2,468-77.7% | $2,381-76.9% |
| Participant deferral / active EE | $1,994 | $2,968-32.8% | $3,686-45.9% | $3,470-42.5% |
| Admin fee / account holder | $2,294 | $5,417-57.7% | $6,521-64.8% | $4,887-53.1% |