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 | $96,105 | $48,050+100.0% | $96,754-0.7% | $64,340+49.4% |
| Participation rate | 32.5% | 40.6%-8.1pp | 70.3%-37.8pp | 55.2%-22.7pp |
| Annual return | 18.59% | 23.41%-4.8pp | 82.04%-63.4pp | 24.14%-5.6pp |
| Employer contribution / active EE | $742 | $1,204-38.4% | $2,679-72.3% | $1,862-60.2% |
| Participant deferral / active EE | $1,737 | $2,191-20.7% | $4,758-63.5% | $2,980-41.7% |
| Admin fee / account holder | $4,129 | $3,741+10.3% | $8,905-53.6% | $3,703+11.5% |