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 | $92,519 | $110,212-16.1% | $96,534-4.2% | $139,466-33.7% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 13.79% | 26.42%-12.6pp | 25.88%-12.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,511 | $3,620-58.3% | $2,965-49.0% | $4,754-68.2% |
| Participant deferral / active EE | $6,380 | $5,547+15.0% | $4,851+31.5% | $6,712-4.9% |
| Admin fee / account holder | $2,846 | $11,599-75.5% | $8,253-65.5% | $11,409-75.1% |