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 | $83,667 | $107,666-22.3% | $102,184-18.1% | $154,746-45.9% |
| Participation rate | 63.2% | 83.7%-20.6pp | 82.6%-19.4pp | 80.7%-17.5pp |
| Annual return | 14.15% | 29.33%-15.2pp | 31.58%-17.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $927 | $3,846-75.9% | $3,594-74.2% | $4,379-78.8% |
| Participant deferral / active EE | $6,178 | $8,719-29.1% | $8,309-25.6% | $6,730-8.2% |
| Admin fee / account holder | $7,234 | $12,943-44.1% | $11,609-37.7% | $14,365-49.6% |