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 | $80,541 | $69,977+15.1% | $108,582-25.8% | $62,881+28.1% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 9.75% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $766 | $2,135-64.1% | $3,758-79.6% | $2,281-66.4% |
| Participant deferral / active EE | $3,288 | $3,165+3.9% | $4,311-23.7% | $3,203+2.7% |
| Admin fee / account holder | $12,700 | $5,076+150.2% | $7,645+66.1% | $4,296+195.6% |