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 | $83,294 | $57,140+45.8% | $85,240-2.3% | $80,959+2.9% |
| Participation rate | 18.9% | 56.4%-37.5pp | 67.5%-48.7pp | 67.7%-48.8pp |
| Annual return | 13.06% | 21.71%-8.6pp | 66.75%-53.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $502 | $1,802-72.1% | $2,735-81.6% | $2,757-81.8% |
| Participant deferral / active EE | $1,480 | $3,115-52.5% | $4,527-67.3% | $4,300-65.6% |
| Admin fee / account holder | $3,091 | $4,992-38.1% | $6,165-49.9% | $6,925-55.4% |