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 | $91,629 | $78,707+16.4% | $117,861-22.3% | $70,126+30.7% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 19.74% | 23.30%-3.6pp | 335.11%-315.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $756 | $2,223-66.0% | $3,786-80.0% | $2,343-67.7% |
| Participant deferral / active EE | $2,990 | $3,297-9.3% | $4,482-33.3% | $3,332-10.3% |
| Admin fee / account holder | $342 | $5,066-93.3% | $8,021-95.7% | $4,645-92.6% |