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 | $93,566 | $77,908+20.1% | $149,696-37.5% | $75,173+24.5% |
| Participation rate | 36.2% | 65.6%-29.4pp | 78.8%-42.6pp | 67.2%-31.0pp |
| Annual return | 20.06% | 31.73%-11.7pp | 134.46%-114.4pp | 160.72%-140.7pp |
| Employer contribution / active EE | $1,061 | $3,138-66.2% | $4,821-78.0% | $2,671-60.3% |
| Participant deferral / active EE | $1,871 | $3,411-45.2% | $5,682-67.1% | $4,126-54.7% |
| Admin fee / account holder | $1,824 | $5,950-69.3% | $13,212-86.2% | $5,651-67.7% |