Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $94,291 | $76,834+22.7% | $108,359-13.0% | $87,485+7.8% |
| Participation rate | 35.5% | 61.7%-26.2pp | 70.1%-34.6pp | 68.9%-33.4pp |
| Annual return | 18.09% | 19.09%-1.0pp | 36.89%-18.8pp | 26.06%-8.0pp |
| Employer contribution / active EE | $932 | $1,556-40.1% | $2,399-61.2% | $2,596-64.1% |
| Participant deferral / active EE | $4,346 | $3,100+40.2% | $4,137+5.1% | $4,274+1.7% |
| Admin fee / account holder | $7,528 | $6,537+15.2% | $9,741-22.7% | $7,775-3.2% |