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 | $87,248 | $59,328+47.1% | $118,946-26.6% | $73,493+18.7% |
| Participation rate | 57.1% | 62.3%-5.2pp | 75.4%-18.2pp | 70.7%-13.5pp |
| Annual return | 18.74% | 19.13%-0.4pp | 35.89%-17.2pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,522 | $1,803-15.6% | $3,263-53.4% | $2,270-33.0% |
| Participant deferral / active EE | $2,767 | $2,604+6.3% | $4,266-35.1% | $3,740-26.0% |
| Admin fee / account holder | $553 | $600-7.8% | $6,581-91.6% | $513+7.9% |