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 | $97,739 | $81,208+20.4% | $98,920-1.2% | $79,852+22.4% |
| Participation rate | 48.3% | 72.5%-24.2pp | 76.0%-27.7pp | 69.6%-21.3pp |
| Annual return | 32.77% | 60.99%-28.2pp | 196.47%-163.7pp | 31.72%+1.1pp |
| Employer contribution / active EE | $567 | $1,960-71.1% | $2,689-78.9% | $2,471-77.1% |
| Participant deferral / active EE | $1,869 | $3,265-42.8% | $4,245-56.0% | $3,740-50.0% |
| Admin fee / account holder | $3,445 | $6,013-42.7% | $6,643-48.1% | $5,306-35.1% |