Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,656 | $71,215+21.7% | $93,696-7.5% | $80,935+7.1% |
| Participation rate | 28.9% | 60.4%-31.5pp | 68.7%-39.8pp | 67.7%-38.7pp |
| Annual return | 12.91% | 11.27%+1.6pp | 133.74%-120.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,456 | $1,565-7.0% | $2,422-39.9% | $2,757-47.2% |
| Participant deferral / active EE | $3,801 | $4,037-5.8% | $4,417-13.9% | $4,299-11.6% |
| Admin fee / account holder | $22,234 | $6,958+219.5% | $8,287+168.3% | $6,924+221.1% |