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 | $85,036 | $84,236+0.9% | $170,435-50.1% | $70,126+21.3% |
| Participation rate | 63.6% | 70.8%-7.2pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 16.37% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,471 | $3,387-56.6% | $5,432-72.9% | $2,343-37.2% |
| Participant deferral / active EE | $2,155 | $3,086-30.2% | $4,939-56.4% | $3,332-35.3% |
| Admin fee / account holder | $1,240 | $5,698-78.2% | $13,881-91.1% | $4,645-73.3% |