Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $82,748 | $104,098-20.5% | $140,514-41.1% | $94,015-12.0% |
| Participation rate | 33.3% | 73.7%-40.4pp | 77.8%-44.5pp | 70.8%-37.5pp |
| Annual return | 14.49% | 15.14%-0.7pp | 14.36%+0.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $1,241 | $2,388-48.1% | $3,378-63.3% | $2,790-55.5% |
| Participant deferral / active EE | $2,945 | $4,033-27.0% | $4,919-40.1% | $4,249-30.7% |
| Admin fee / account holder | $4,535 | $10,439-56.6% | $13,697-66.9% | $8,951-49.3% |