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 | $89,471 | $73,988+20.9% | $96,538-7.3% | $75,177+19.0% |
| Participation rate | 31.8% | 66.4%-34.6pp | 74.3%-42.5pp | 67.2%-35.4pp |
| Annual return | 13.28% | 26.73%-13.4pp | 35.74%-22.5pp | 160.75%-147.5pp |
| Employer contribution / active EE | $1,314 | $2,930-55.2% | $3,740-64.9% | $2,671-50.8% |
| Participant deferral / active EE | $1,820 | $3,660-50.3% | $4,880-62.7% | $4,126-55.9% |
| Admin fee / account holder | $9,838 | $5,220+88.5% | $6,737+46.0% | $5,651+74.1% |