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 | $90,671 | $114,712-21.0% | $173,730-47.8% | $87,485+3.6% |
| Participation rate | 59.0% | 73.0%-14.0pp | 79.6%-20.6pp | 68.9%-10.0pp |
| Annual return | 18.83% | 20.18%-1.4pp | 19.96%-1.1pp | 26.06%-7.2pp |
| Employer contribution / active EE | $1,395 | $2,904-52.0% | $4,577-69.5% | $2,596-46.3% |
| Participant deferral / active EE | $2,660 | $4,642-42.7% | $6,326-58.0% | $4,274-37.8% |
| Admin fee / account holder | $1,649 | $10,210-83.8% | $17,523-90.6% | $7,775-78.8% |