Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,077 | $73,978+16.4% | $96,515-10.8% | $75,173+14.5% |
| Participation rate | 25.0% | 66.4%-41.4pp | 74.3%-49.3pp | 67.2%-42.2pp |
| Annual return | 18.60% | 26.72%-8.1pp | 35.73%-17.1pp | 160.72%-142.1pp |
| Employer contribution / active EE | $1,147 | $2,931-60.9% | $3,740-69.3% | $2,671-57.1% |
| Participant deferral / active EE | $2,625 | $3,660-28.3% | $4,880-46.2% | $4,126-36.4% |
| Admin fee / account holder | $723 | $5,219-86.1% | $6,735-89.3% | $5,651-87.2% |