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 | $95,925 | $81,358+17.9% | $155,556-38.3% | $80,959+18.5% |
| Participation rate | 27.3% | 66.3%-39.0pp | 78.2%-51.0pp | 67.7%-40.4pp |
| Annual return | 19.06% | 33.39%-14.3pp | 64.84%-45.8pp | 35.67%-16.6pp |
| Employer contribution / active EE | $542 | $3,106-82.6% | $4,675-88.4% | $2,757-80.3% |
| Participant deferral / active EE | $2,381 | $3,455-31.1% | $5,631-57.7% | $4,300-44.6% |
| Admin fee / account holder | $34,704 | $7,994+334.1% | $15,885+118.5% | $6,925+401.1% |