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 | $92,508 | $51,638+79.1% | $129,406-28.5% | $80,959+14.3% |
| Participation rate | 28.9% | 56.9%-28.0pp | 69.6%-40.8pp | 67.7%-38.8pp |
| Annual return | 18.40% | 20.78%-2.4pp | 9468.18%-9449.8pp | 35.67%-17.3pp |
| Employer contribution / active EE | $1,124 | $1,584-29.0% | $4,155-73.0% | $2,757-59.2% |
| Participant deferral / active EE | $2,796 | $2,670+4.7% | $4,167-32.9% | $4,300-35.0% |
| Admin fee / account holder | $2,251 | $4,313-47.8% | $7,689-70.7% | $6,925-67.5% |