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 | $87,528 | $108,285-19.2% | $77,552+12.9% | $158,982-44.9% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | 4.42% | 31.69%-27.3pp | 54.82%-50.4pp | 302.99%-298.6pp |
| Employer contribution / active EE | $919 | $1,325-30.6% | $987-6.8% | $4,763-80.7% |
| Participant deferral / active EE | $1,453 | $2,455-40.8% | $1,861-21.9% | $5,983-75.7% |
| Admin fee / account holder | $53,568 | $3,709+1344.2% | $2,859+1773.6% | $11,252+376.1% |