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 | $91,119 | $76,834+18.6% | $108,359-15.9% | $87,485+4.2% |
| Participation rate | 37.5% | 61.7%-24.2pp | 70.1%-32.6pp | 68.9%-31.4pp |
| Annual return | 14.75% | 19.09%-4.3pp | 36.89%-22.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,148 | $1,556-26.2% | $2,399-52.1% | $2,596-55.8% |
| Participant deferral / active EE | $3,481 | $3,100+12.3% | $4,137-15.9% | $4,274-18.5% |
| Admin fee / account holder | $8,912 | $6,537+36.3% | $9,741-8.5% | $7,775+14.6% |