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 | $85,451 | $58,523+46.0% | $99,475-14.1% | $72,975+17.1% |
| Participation rate | 53.3% | 64.6%-11.3pp | 73.8%-20.5pp | 69.5%-16.2pp |
| Annual return | 18.82% | 28.51%-9.7pp | 30.72%-11.9pp | 81.01%-62.2pp |
| Employer contribution / active EE | $778 | $1,512-48.5% | $2,540-69.4% | $2,440-68.1% |
| Participant deferral / active EE | $1,581 | $2,606-39.3% | $3,619-56.3% | $3,608-56.2% |
| Admin fee / account holder | $18,152 | $4,102+342.5% | $6,252+190.3% | $5,124+254.3% |