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 | $84,678 | $80,992+4.6% | $96,534-12.3% | $75,173+12.6% |
| Participation rate | 36.5% | 71.8%-35.3pp | 76.0%-39.5pp | 67.2%-30.7pp |
| Annual return | 19.82% | 27.05%-7.2pp | 25.88%-6.1pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,509 | $2,283-33.9% | $2,965-49.1% | $2,671-43.5% |
| Participant deferral / active EE | $2,688 | $3,929-31.6% | $4,851-44.6% | $4,126-34.9% |
| Admin fee / account holder | $2,001 | $6,717-70.2% | $8,253-75.8% | $5,651-64.6% |