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 | $108,825-16.7% | $156,181-41.9% | $82,448+10.0% |
| Participation rate | 59.0% | 72.4%-13.4pp | 78.8%-19.9pp | 68.1%-9.1pp |
| Annual return | 18.83% | 20.59%-1.8pp | 64.87%-46.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,395 | $2,870-51.4% | $4,294-67.5% | $2,551-45.3% |
| Participant deferral / active EE | $2,660 | $4,577-41.9% | $6,132-56.6% | $4,139-35.7% |
| Admin fee / account holder | $1,649 | $9,341-82.3% | $14,586-88.7% | $7,234-77.2% |