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 | $82,742 | $71,215+16.2% | $93,696-11.7% | $80,935+2.2% |
| Participation rate | 41.2% | 60.4%-19.2pp | 68.7%-27.5pp | 67.7%-26.5pp |
| Annual return | 11.06% | 11.27%-0.2pp | 133.74%-122.7pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,243 | $1,565-20.6% | $2,422-48.7% | $2,757-54.9% |
| Participant deferral / active EE | $3,018 | $4,037-25.2% | $4,417-31.7% | $4,299-29.8% |
| Admin fee / account holder | $2,521 | $6,958-63.8% | $8,287-69.6% | $6,924-63.6% |