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 | $90,314 | $145,431-37.9% | $211,142-57.2% | $87,485+3.2% |
| Participation rate | 51.4% | 84.7%-33.3pp | 87.3%-35.9pp | 68.9%-17.5pp |
| Annual return | 21.57% | 27.21%-5.6pp | 46.84%-25.3pp | 26.06%-4.5pp |
| Employer contribution / active EE | $3,320 | $4,662-28.8% | $6,442-48.5% | $2,596+27.9% |
| Participant deferral / active EE | $8,835 | $6,859+28.8% | $9,284-4.8% | $4,274+106.7% |
| Admin fee / account holder | $1,000 | $17,052-94.1% | $19,076-94.8% | $7,775-87.1% |