Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $85,617 | $81,262+5.4% | $155,602-45.0% | $80,911+5.8% |
| Participation rate | 27.2% | 66.2%-39.1pp | 78.2%-51.0pp | 67.6%-40.5pp |
| Annual return | 12.11% | 33.34%-21.2pp | 64.81%-52.7pp | 35.63%-23.5pp |
| Employer contribution / active EE | $809 | $3,102-73.9% | $4,675-82.7% | $2,756-70.6% |
| Participant deferral / active EE | $2,089 | $3,451-39.5% | $5,629-62.9% | $4,297-51.4% |
| Admin fee / account holder | $1,483 | $7,992-81.4% | $15,923-90.7% | $6,935-78.6% |