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 | $85,891 | $77,908+10.2% | $149,696-42.6% | $75,173+14.3% |
| Participation rate | 67.9% | 65.6%+2.3pp | 78.8%-10.9pp | 67.2%+0.7pp |
| Annual return | 19.44% | 31.73%-12.3pp | 134.46%-115.0pp | 160.72%-141.3pp |
| Employer contribution / active EE | $1,498 | $3,138-52.2% | $4,821-68.9% | $2,671-43.9% |
| Participant deferral / active EE | $1,701 | $3,411-50.1% | $5,682-70.1% | $4,126-58.8% |
| Admin fee / account holder | $1,973 | $5,950-66.8% | $13,212-85.1% | $5,651-65.1% |