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 | $87,480 | $40,275+117.2% | $57,356+52.5% | $59,633+46.7% |
| Participation rate | 28.6% | 69.1%-40.6pp | 75.1%-46.5pp | 68.7%-40.1pp |
| Annual return | 1.18% | 27.52%-26.3pp | 24.41%-23.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $429 | $1,921-77.7% | $2,689-84.1% | $2,203-80.5% |
| Participant deferral / active EE | $1,562 | $2,400-34.9% | $3,162-50.6% | $3,192-51.1% |
| Admin fee / account holder | $1,735 | $2,820-38.5% | $3,357-48.3% | $4,297-59.6% |