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 | $95,979 | $86,050+11.5% | $189,758-49.4% | $94,015+2.1% |
| Participation rate | 54.4% | 68.9%-14.5pp | 79.8%-25.4pp | 70.8%-16.4pp |
| Annual return | 16.78% | 17.77%-1.0pp | 52.62%-35.8pp | 17.84%-1.1pp |
| Employer contribution / active EE | $881 | $2,819-68.7% | $4,767-81.5% | $2,790-68.4% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,259 | $6,627-20.6% | $20,388-74.2% | $8,951-41.2% |