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 | $89,268 | $86,330+3.4% | $121,871-26.8% | $94,015-5.0% |
| Participation rate | 59.2% | 66.7%-7.5pp | 73.2%-14.0pp | 70.8%-11.7pp |
| Annual return | 12.59% | 14.95%-2.4pp | 13.57%-1.0pp | 17.84%-5.3pp |
| Employer contribution / active EE | $2,071 | $2,292-9.7% | $2,731-24.2% | $2,790-25.8% |
| Participant deferral / active EE | $4,013 | $3,146+27.6% | $4,318-7.1% | $4,249-5.6% |
| Admin fee / account holder | $6,323 | $7,346-13.9% | $11,551-45.3% | $8,951-29.4% |