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 | $89,956 | $97,550-7.8% | $120,344-25.3% | $87,485+2.8% |
| Participation rate | 52.8% | 72.8%-20.0pp | 76.7%-23.9pp | 68.9%-16.2pp |
| Annual return | 16.95% | 18.41%-1.5pp | 20.30%-3.4pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,588 | $2,291-30.7% | $3,020-47.4% | $2,596-38.8% |
| Participant deferral / active EE | $3,963 | $4,230-6.3% | $5,135-22.8% | $4,274-7.3% |
| Admin fee / account holder | $4,788 | $9,543-49.8% | $12,742-62.4% | $7,775-38.4% |