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 | $80,351 | $63,845+25.9% | $81,370-1.3% | $80,959-0.8% |
| Participation rate | 47.1% | 63.9%-16.8pp | 69.5%-22.5pp | 67.7%-20.6pp |
| Annual return | 13.22% | 16.37%-3.2pp | 24.85%-11.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,683 | $1,980-15.0% | $2,464-31.7% | $2,757-39.0% |
| Participant deferral / active EE | $5,408 | $3,093+74.9% | $3,885+39.2% | $4,300+25.8% |
| Admin fee / account holder | $1,187 | $5,688-79.1% | $5,749-79.4% | $6,925-82.9% |