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 | $80,803 | $41,377+95.3% | $109,313-26.1% | $62,881+28.5% |
| Participation rate | 61.2% | 57.5%+3.6pp | 71.3%-10.1pp | 69.3%-8.1pp |
| Annual return | 6.13% | 11.05%-4.9pp | 22.07%-15.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,751 | $1,276+37.3% | $3,892-55.0% | $2,281-23.2% |
| Participant deferral / active EE | $3,179 | $2,045+55.5% | $3,166+0.4% | $3,203-0.7% |
| Admin fee / account holder | $1,665 | $2,884-42.3% | $5,666-70.6% | $4,296-61.3% |