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 | $96,527 | $86,050+12.2% | $189,758-49.1% | $94,015+2.7% |
| Participation rate | 46.2% | 68.9%-22.7pp | 79.8%-33.6pp | 70.8%-24.7pp |
| Annual return | 16.97% | 17.77%-0.8pp | 52.62%-35.7pp | 17.84%-0.9pp |
| Employer contribution / active EE | $639 | $2,819-77.3% | $4,767-86.6% | $2,790-77.1% |
| Participant deferral / active EE | $3,803 | $3,349+13.6% | $5,856-35.1% | $4,249-10.5% |
| Admin fee / account holder | $958 | $6,627-85.5% | $20,388-95.3% | $8,951-89.3% |