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 | $90,387 | $108,825-16.9% | $156,181-42.1% | $82,448+9.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 14.14% | 20.59%-6.5pp | 64.87%-50.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,631 | $2,870-43.2% | $4,294-62.0% | $2,551-36.1% |
| Participant deferral / active EE | $2,859 | $4,577-37.5% | $6,132-53.4% | $4,139-30.9% |
| Admin fee / account holder | $2,178 | $9,341-76.7% | $14,586-85.1% | $7,234-69.9% |