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 | $87,844 | $103,392-15.0% | $87,104+0.8% | $152,897-42.5% |
| Participation rate | 56.5% | 79.4%-22.8pp | 76.9%-20.4pp | 82.5%-25.9pp |
| Annual return | 10.78% | 28.10%-17.3pp | 28.19%-17.4pp | 345.43%-334.7pp |
| Employer contribution / active EE | $1,260 | $3,221-60.9% | $2,521-50.0% | $4,764-73.5% |
| Participant deferral / active EE | $2,216 | $4,778-53.6% | $4,048-45.3% | $5,851-62.1% |
| Admin fee / account holder | $1,443 | $12,194-88.2% | $7,491-80.7% | $11,599-87.6% |