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 | $85,938 | $71,230+20.6% | $93,727-8.3% | $80,959+6.2% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.5pp | 67.7%-12.5pp |
| Annual return | 12.63% | 11.26%+1.4pp | 133.83%-121.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,268 | $1,565-19.0% | $2,421-47.6% | $2,757-54.0% |
| Participant deferral / active EE | $3,817 | $4,037-5.4% | $4,417-13.6% | $4,300-11.2% |
| Admin fee / account holder | $4,291 | $6,961-38.4% | $8,292-48.3% | $6,925-38.0% |