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 | $86,218 | $71,523+20.5% | $98,461-12.4% | $71,511+20.6% |
| Participation rate | 61.0% | 72.7%-11.7pp | 75.2%-14.1pp | 67.9%-6.9pp |
| Annual return | 16.44% | 32.43%-16.0pp | 21.17%-4.7pp | 28.86%-12.4pp |
| Employer contribution / active EE | $986 | $2,399-58.9% | $3,049-67.6% | $2,589-61.9% |
| Participant deferral / active EE | $2,664 | $4,109-35.2% | $4,738-43.8% | $4,291-37.9% |
| Admin fee / account holder | $5,109 | $1,676+204.8% | $8,961-43.0% | $1,588+221.6% |