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 | $83,601 | $81,358+2.8% | $155,556-46.3% | $80,959+3.3% |
| Participation rate | 48.0% | 66.3%-18.3pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 12.45% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,172 | $3,106-30.1% | $4,675-53.6% | $2,757-21.2% |
| Participant deferral / active EE | $2,327 | $3,455-32.7% | $5,631-58.7% | $4,300-45.9% |
| Admin fee / account holder | $5,231 | $7,994-34.6% | $15,885-67.1% | $6,925-24.5% |