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 | $95,279 | $81,208+17.3% | $98,920-3.7% | $79,856+19.3% |
| Participation rate | 57.1% | 72.5%-15.4pp | 76.0%-18.9pp | 69.6%-12.5pp |
| Annual return | 21.66% | 60.99%-39.3pp | 196.47%-174.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $647 | $1,960-67.0% | $2,689-75.9% | $2,471-73.8% |
| Participant deferral / active EE | $2,620 | $3,265-19.8% | $4,245-38.3% | $3,741-30.0% |
| Admin fee / account holder | $8,000 | $6,013+33.1% | $6,643+20.4% | $5,306+50.8% |