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 | $85,588 | $88,360-3.1% | $145,433-41.1% | $67,986+25.9% |
| Participation rate | 41.2% | 65.5%-24.3pp | 82.1%-40.9pp | 57.2%-16.0pp |
| Annual return | 16.82% | 63.15%-46.3pp | 66.58%-49.8pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,655 | $3,054-45.8% | $4,554-63.7% | $2,019-18.0% |
| Participant deferral / active EE | $3,309 | $5,932-44.2% | $7,897-58.1% | $3,358-1.5% |
| Admin fee / account holder | $17,847 | $3,313+438.6% | $13,129+35.9% | $3,203+457.2% |