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 | $80,799 | $93,617-13.7% | $135,982-40.6% | $75,177+7.5% |
| Participation rate | 49.3% | 75.2%-25.9pp | 81.9%-32.6pp | 67.2%-17.9pp |
| Annual return | 23.46% | 30.89%-7.4pp | 68.32%-44.9pp | 160.75%-137.3pp |
| Employer contribution / active EE | $1,017 | $3,538-71.3% | $4,859-79.1% | $2,671-61.9% |
| Participant deferral / active EE | $3,390 | $6,406-47.1% | $7,760-56.3% | $4,126-17.8% |
| Admin fee / account holder | $5,130 | $6,980-26.5% | $10,767-52.4% | $5,651-9.2% |