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 | $76,467 | $78,015-2.0% | $178,505-57.2% | $80,959-5.5% |
| Participation rate | 38.5% | 65.7%-27.2pp | 77.1%-38.7pp | 67.7%-29.2pp |
| Annual return | 14.10% | 18.10%-4.0pp | 27.16%-13.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $506 | $2,281-77.8% | $3,955-87.2% | $2,757-81.7% |
| Participant deferral / active EE | $3,577 | $4,406-18.8% | $6,280-43.0% | $4,300-16.8% |
| Admin fee / account holder | $1,690 | $7,160-76.4% | $10,428-83.8% | $6,925-75.6% |