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 | $96,159 | $99,875-3.7% | $146,866-34.5% | $86,983+10.5% |
| Participation rate | 29.6% | 75.8%-46.2pp | 82.5%-52.9pp | 69.5%-39.9pp |
| Annual return | 18.42% | 28.10%-9.7pp | 102.85%-84.4pp | 25.83%-7.4pp |
| Employer contribution / active EE | $1,788 | $3,224-44.5% | $4,425-59.6% | $2,584-30.8% |
| Participant deferral / active EE | $4,582 | $6,322-27.5% | $7,759-41.0% | $4,194+9.2% |
| Admin fee / account holder | $5,330 | $7,838-32.0% | $13,620-60.9% | $7,856-32.2% |