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 | $95,270 | $86,050+10.7% | $189,758-49.8% | $94,015+1.3% |
| Participation rate | 29.4% | 68.9%-39.5pp | 79.8%-50.4pp | 70.8%-41.4pp |
| Annual return | 20.26% | 17.77%+2.5pp | 52.62%-32.4pp | 17.84%+2.4pp |
| Employer contribution / active EE | $1,258 | $2,819-55.4% | $4,767-73.6% | $2,790-54.9% |
| Participant deferral / active EE | $4,003 | $3,349+19.5% | $5,856-31.6% | $4,249-5.8% |
| Admin fee / account holder | $61,925 | $6,627+834.5% | $20,388+203.7% | $8,951+591.8% |