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 | $87,039 | $81,358+7.0% | $155,556-44.0% | $80,959+7.5% |
| Participation rate | 63.9% | 66.3%-2.3pp | 78.2%-14.3pp | 67.7%-3.7pp |
| Annual return | 14.10% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,235 | $3,106-28.0% | $4,675-52.2% | $2,757-18.9% |
| Participant deferral / active EE | $3,846 | $3,455+11.3% | $5,631-31.7% | $4,300-10.6% |
| Admin fee / account holder | $5,113 | $7,994-36.0% | $15,885-67.8% | $6,925-26.2% |