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 | $96,479 | $81,331+18.6% | $155,534-38.0% | $80,935+19.2% |
| Participation rate | 69.4% | 66.3%+3.2pp | 78.2%-8.8pp | 67.7%+1.8pp |
| Annual return | 13.85% | 33.37%-19.5pp | 64.92%-51.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $784 | $3,105-74.8% | $4,675-83.2% | $2,757-71.6% |
| Participant deferral / active EE | $6,299 | $3,454+82.4% | $5,630+11.9% | $4,299+46.5% |
| Admin fee / account holder | $4,639 | $7,999-42.0% | $15,900-70.8% | $6,924-33.0% |