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 | $94,704 | $85,171+11.2% | $172,753-45.2% | $72,976+29.8% |
| Participation rate | 56.9% | 70.1%-13.2pp | 82.6%-25.8pp | 69.5%-12.6pp |
| Annual return | 21.26% | 27.32%-6.1pp | 803.00%-781.7pp | 81.02%-59.8pp |
| Employer contribution / active EE | $885 | $3,324-73.4% | $5,144-82.8% | $2,440-63.7% |
| Participant deferral / active EE | $2,499 | $3,260-23.3% | $5,198-51.9% | $3,608-30.7% |
| Admin fee / account holder | $11,058 | $5,880+88.1% | $13,956-20.8% | $5,124+115.8% |