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 | $92,225 | $80,992+13.9% | $96,534-4.5% | $75,173+22.7% |
| Participation rate | 38.9% | 71.8%-32.9pp | 76.0%-37.1pp | 67.2%-28.3pp |
| Annual return | 14.62% | 27.05%-12.4pp | 25.88%-11.3pp | 160.72%-146.1pp |
| Employer contribution / active EE | $673 | $2,283-70.5% | $2,965-77.3% | $2,671-74.8% |
| Participant deferral / active EE | $3,434 | $3,929-12.6% | $4,851-29.2% | $4,126-16.8% |
| Admin fee / account holder | $24,252 | $6,717+261.0% | $8,253+193.8% | $5,651+329.2% |