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 | $89,061 | $162,967-45.4% | $135,792-34.4% | $138,895-35.9% |
| Participation rate | 28.6% | 78.3%-49.8pp | 72.6%-44.0pp | 79.9%-51.3pp |
| Annual return | 14.45% | 30.08%-15.6pp | 25.96%-11.5pp | 145.39%-130.9pp |
| Employer contribution / active EE | $896 | $4,211-78.7% | $3,496-74.4% | $4,194-78.6% |
| Participant deferral / active EE | $1,348 | $5,640-76.1% | $4,759-71.7% | $6,396-78.9% |
| Admin fee / account holder | $15,209 | $15,306-0.6% | $12,266+24.0% | $12,562+21.1% |