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 | $88,439 | $48,314+83.1% | $67,561+30.9% | $80,925+9.3% |
| Participation rate | 56.3% | 66.4%-10.1pp | 72.9%-16.7pp | 67.7%-11.4pp |
| Annual return | 17.91% | 18.28%-0.4pp | 3525.44%-3507.5pp | 35.65%-17.7pp |
| Employer contribution / active EE | $1,287 | $2,022-36.4% | $2,735-53.0% | $2,756-53.3% |
| Participant deferral / active EE | $3,117 | $2,927+6.5% | $4,003-22.1% | $4,299-27.5% |
| Admin fee / account holder | $6,847 | $3,690+85.6% | $4,006+70.9% | $6,940-1.3% |