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 | $89,046 | $71,215+25.0% | $93,696-5.0% | $80,935+10.0% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.7%+0.3pp |
| Annual return | 10.36% | 11.27%-0.9pp | 133.74%-123.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $869 | $1,565-44.5% | $2,422-64.1% | $2,757-68.5% |
| Participant deferral / active EE | $2,323 | $4,037-42.5% | $4,417-47.4% | $4,299-46.0% |
| Admin fee / account holder | $10,208 | $6,958+46.7% | $8,287+23.2% | $6,924+47.4% |