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 | $101,088 | $99,345+1.8% | $84,753+19.3% | $273,972-63.1% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | 6.50% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,021 | $4,214-75.8% | $3,574-71.4% | $4,869-79.0% |
| Participant deferral / active EE | $2,339 | $4,270-45.2% | $3,712-37.0% | $5,287-55.8% |
| Admin fee / account holder | $9,727 | $6,645+46.4% | $5,333+82.4% | $10,133-4.0% |