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 | $83,931 | $75,541+11.1% | $152,093-44.8% | $82,637+1.6% |
| Participation rate | 54.3% | 66.5%-12.3pp | 77.8%-23.5pp | 68.1%-13.8pp |
| Annual return | 19.53% | 32.56%-13.0pp | 66.36%-46.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,199 | $2,622-54.3% | $4,175-71.3% | $2,552-53.0% |
| Participant deferral / active EE | $2,408 | $3,206-24.9% | $5,451-55.8% | $4,126-41.6% |
| Admin fee / account holder | $302 | $6,405-95.3% | $14,497-97.9% | $7,339-95.9% |