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 | $106,988 | $81,276+31.6% | $155,574-31.2% | $80,925+32.2% |
| Participation rate | 31.0% | 66.2%-35.3pp | 78.2%-47.2pp | 67.7%-36.7pp |
| Annual return | 15.81% | 33.36%-17.5pp | 64.87%-49.1pp | 35.65%-19.8pp |
| Employer contribution / active EE | $798 | $3,103-74.3% | $4,676-82.9% | $2,756-71.0% |
| Participant deferral / active EE | $1,551 | $3,453-55.1% | $5,629-72.4% | $4,299-63.9% |
| Admin fee / account holder | $3,326 | $7,993-58.4% | $15,914-79.1% | $6,940-52.1% |