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 | $93,708 | $88,042+6.4% | $138,135-32.2% | $79,852+17.4% |
| Participation rate | 41.4% | 71.4%-30.0pp | 78.7%-37.3pp | 69.6%-28.3pp |
| Annual return | 16.14% | 20.58%-4.4pp | 20.51%-4.4pp | 31.72%-15.6pp |
| Employer contribution / active EE | $907 | $3,103-70.8% | $5,587-83.8% | $2,471-63.3% |
| Participant deferral / active EE | $2,252 | $4,704-52.1% | $6,431-65.0% | $3,740-39.8% |
| Admin fee / account holder | $6,340 | $7,791-18.6% | $11,856-46.5% | $5,306+19.5% |