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 | $104,282 | $87,132+19.7% | $105,624-1.3% | $80,959+28.8% |
| Participation rate | 30.6% | 70.4%-39.8pp | 75.3%-44.6pp | 67.7%-37.0pp |
| Annual return | 16.80% | 17.03%-0.2pp | 116.20%-99.4pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,049 | $2,397-56.2% | $3,168-66.9% | $2,757-61.9% |
| Participant deferral / active EE | $1,752 | $3,985-56.0% | $5,013-65.1% | $4,300-59.3% |
| Admin fee / account holder | $6,424 | $8,449-24.0% | $10,961-41.4% | $6,925-7.2% |