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 | $94,021 | $80,855+16.3% | $153,416-38.7% | $86,983+8.1% |
| Participation rate | 23.5% | 64.1%-40.6pp | 74.3%-50.8pp | 69.5%-46.0pp |
| Annual return | 17.31% | 16.18%+1.1pp | 17.84%-0.5pp | 25.83%-8.5pp |
| Employer contribution / active EE | $515 | $2,308-77.7% | $3,764-86.3% | $2,584-80.1% |
| Participant deferral / active EE | $1,393 | $3,333-58.2% | $4,723-70.5% | $4,194-66.8% |
| Admin fee / account holder | $3,620 | $6,908-47.6% | $13,095-72.4% | $7,856-53.9% |