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 | $84,966 | $58,493+45.3% | $84,021+1.1% | $72,975+16.4% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-11.9pp | 69.5%-12.3pp |
| Annual return | 32.44% | 28.93%+3.5pp | 71.32%-38.9pp | 81.01%-48.6pp |
| Employer contribution / active EE | $396 | $1,163-66.0% | $1,984-80.0% | $2,440-83.8% |
| Participant deferral / active EE | $3,425 | $2,394+43.1% | $3,239+5.7% | $3,608-5.1% |
| Admin fee / account holder | $3,289 | $4,569-28.0% | $6,102-46.1% | $5,124-35.8% |