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 | $78,807 | $87,834-10.3% | $133,975-41.2% | $62,881+25.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 87.1%-27.1pp | 69.3%-9.3pp |
| Annual return | 9.66% | 12.05%-2.4pp | 29.29%-19.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,337 | $3,482-61.6% | $5,211-74.4% | $2,281-41.4% |
| Participant deferral / active EE | $4,089 | $4,812-15.0% | $6,282-34.9% | $3,203+27.7% |
| Admin fee / account holder | $9,592 | $5,372+78.5% | $9,324+2.9% | $4,296+123.3% |