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 | $96,577 | $81,504+18.5% | $102,437-5.7% | $80,959+19.3% |
| Participation rate | 31.9% | 66.9%-34.9pp | 74.5%-42.6pp | 67.7%-35.8pp |
| Annual return | 12.56% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $836 | $3,104-73.1% | $3,871-78.4% | $2,757-69.7% |
| Participant deferral / active EE | $2,059 | $3,871-46.8% | $5,060-59.3% | $4,300-52.1% |
| Admin fee / account holder | $1,310 | $6,719-80.5% | $8,388-84.4% | $6,925-81.1% |