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 | $99,742 | $80,674+23.6% | $119,126-16.3% | $64,340+55.0% |
| Participation rate | 41.6% | 55.2%-13.6pp | 75.8%-34.1pp | 55.2%-13.6pp |
| Annual return | 17.91% | 26.86%-9.0pp | 282.11%-264.2pp | 24.14%-6.2pp |
| Employer contribution / active EE | $719 | $2,564-72.0% | $4,034-82.2% | $1,862-61.4% |
| Participant deferral / active EE | $2,994 | $3,053-1.9% | $5,318-43.7% | $2,980+0.5% |
| Admin fee / account holder | $5,639 | $4,559+23.7% | $10,693-47.3% | $3,703+52.3% |