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 | $91,770 | $113,338-19.0% | $94,993-3.4% | $147,586-37.8% |
| Participation rate | 65.2% | 78.0%-12.8pp | 73.9%-8.7pp | 82.8%-17.6pp |
| Annual return | 21.96% | 20.80%+1.2pp | 27.14%-5.2pp | 578.59%-556.6pp |
| Employer contribution / active EE | $403 | $3,160-87.2% | $2,603-84.5% | $4,876-91.7% |
| Participant deferral / active EE | $1,775 | $3,777-53.0% | $3,317-46.5% | $5,439-67.4% |
| Admin fee / account holder | $10,477 | $6,063+72.8% | $4,960+111.2% | $10,886-3.8% |