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 | $88,212 | $63,346+39.3% | $92,240-4.4% | $70,126+25.8% |
| Participation rate | 41.9% | 68.7%-26.8pp | 76.5%-34.6pp | 69.5%-27.7pp |
| Annual return | 12.68% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,644 | $2,471-33.5% | $3,680-55.3% | $2,343-29.8% |
| Participant deferral / active EE | $4,310 | $2,854+51.0% | $3,897+10.6% | $3,332+29.4% |
| Admin fee / account holder | $1,772 | $3,841-53.9% | $5,194-65.9% | $4,645-61.8% |