Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,737 | $71,208+34.4% | $93,681+2.2% | $80,911+18.3% |
| Participation rate | 46.2% | 60.4%-14.2pp | 68.7%-22.5pp | 67.6%-21.4pp |
| Annual return | 12.21% | 11.27%+0.9pp | 133.47%-121.3pp | 35.63%-23.4pp |
| Employer contribution / active EE | $767 | $1,564-50.9% | $2,422-68.3% | $2,756-72.2% |
| Participant deferral / active EE | $3,070 | $4,035-23.9% | $4,415-30.5% | $4,297-28.6% |
| Admin fee / account holder | $3,670 | $6,951-47.2% | $8,290-55.7% | $6,935-47.1% |