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 | $91,682 | $165,381-44.6% | $149,730-38.8% | $158,966-42.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.51% | 348.29%-330.8pp | 276.70%-259.2pp | 302.95%-285.4pp |
| Employer contribution / active EE | $2,500 | $5,104-51.0% | $4,645-46.2% | $4,762-47.5% |
| Participant deferral / active EE | $3,747 | $7,182-47.8% | $6,843-45.2% | $5,983-37.4% |
| Admin fee / account holder | $1,135 | $10,809-89.5% | $9,310-87.8% | $11,250-89.9% |