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 | $87,491 | $101,795-14.1% | $165,100-47.0% | $80,959+8.1% |
| Participation rate | 62.7% | 71.8%-9.2pp | 78.6%-16.0pp | 67.7%-5.0pp |
| Annual return | 12.78% | 16.73%-4.0pp | 70.21%-57.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,725 | $2,954-41.6% | $4,348-60.3% | $2,757-37.4% |
| Participant deferral / active EE | $4,153 | $4,476-7.2% | $6,035-31.2% | $4,300-3.4% |
| Admin fee / account holder | $18,055 | $8,221+119.6% | $12,696+42.2% | $6,925+160.7% |