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 | $92,761 | $81,358+14.0% | $155,556-40.4% | $80,959+14.6% |
| Participation rate | 54.8% | 66.3%-11.4pp | 78.2%-23.4pp | 67.7%-12.8pp |
| Annual return | 11.70% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,823 | $3,106-41.3% | $4,675-61.0% | $2,757-33.9% |
| Participant deferral / active EE | $5,236 | $3,455+51.5% | $5,631-7.0% | $4,300+21.8% |
| Admin fee / account holder | $8,958 | $7,994+12.1% | $15,885-43.6% | $6,925+29.3% |