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 | $91,995 | $114,013-19.3% | $103,693-11.3% | $155,188-40.7% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.4pp | 80.8%-53.5pp |
| Annual return | 16.34% | 49.31%-33.0pp | 47.61%-31.3pp | 148.84%-132.5pp |
| Employer contribution / active EE | $625 | $3,131-80.0% | $2,920-78.6% | $4,248-85.3% |
| Participant deferral / active EE | $3,219 | $4,970-35.2% | $4,579-29.7% | $6,531-50.7% |
| Admin fee / account holder | $13,884 | $8,407+65.2% | $7,858+76.7% | $14,480-4.1% |