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 | $88,513 | $72,177+22.6% | $115,038-23.1% | $59,633+48.4% |
| Participation rate | 34.4% | 72.6%-38.1pp | 81.4%-46.9pp | 68.7%-34.2pp |
| Annual return | 3.71% | 12.02%-8.3pp | 26.14%-22.4pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $479 | $2,841-83.1% | $4,608-89.6% | $2,203-78.3% |
| Participant deferral / active EE | $2,543 | $4,783-46.8% | $6,026-57.8% | $3,192-20.3% |
| Admin fee / account holder | $9,930 | $4,927+101.6% | $8,175+21.5% | $4,297+131.1% |