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 | $103,823 | $96,289+7.8% | $213,469-51.4% | $87,485+18.7% |
| Participation rate | 45.9% | 69.6%-23.6pp | 77.1%-31.2pp | 68.9%-23.0pp |
| Annual return | 15.15% | 17.78%-2.6pp | 20.58%-5.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,427 | $3,035-20.0% | $4,994-51.4% | $2,596-6.5% |
| Participant deferral / active EE | $2,958 | $4,750-37.7% | $6,841-56.8% | $4,274-30.8% |
| Admin fee / account holder | $19,410 | $9,670+100.7% | $27,141-28.5% | $7,775+149.7% |