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 | $81,484 | $51,638+57.8% | $68,368+19.2% | $82,448-1.2% |
| Participation rate | 60.5% | 63.6%-3.1pp | 73.8%-13.2pp | 68.1%-7.5pp |
| Annual return | 15.25% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $699 | $2,047-65.8% | $2,649-73.6% | $2,551-72.6% |
| Participant deferral / active EE | $3,504 | $2,914+20.3% | $4,123-15.0% | $4,139-15.3% |
| Admin fee / account holder | $3,638 | $4,643-21.7% | $5,150-29.4% | $7,234-49.7% |