Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $93,358 | $86,922+7.4% | $102,438-8.9% | $80,874+15.4% |
| Participation rate | 53.3% | 72.4%-19.0pp | 76.5%-23.2pp | 67.6%-14.3pp |
| Annual return | 19.63% | 18.90%+0.7pp | 29.37%-9.7pp | 35.62%-16.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,396 | $4,119-41.8% | $5,054-52.6% | $4,297-44.2% |
| Admin fee / account holder | $2,517 | $8,050-68.7% | $9,448-73.4% | $6,935-63.7% |