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 | $107,459 | $76,834+39.9% | $108,359-0.8% | $87,485+22.8% |
| Participation rate | 47.5% | 61.7%-14.2pp | 70.1%-22.6pp | 68.9%-21.4pp |
| Annual return | 15.42% | 19.09%-3.7pp | 36.89%-21.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $472 | $1,556-69.6% | $2,399-80.3% | $2,596-81.8% |
| Participant deferral / active EE | $3,182 | $3,100+2.6% | $4,137-23.1% | $4,274-25.5% |
| Admin fee / account holder | $2,130 | $6,537-67.4% | $9,741-78.1% | $7,775-72.6% |