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 | $86,204 | $76,551+12.6% | $123,894-30.4% | $62,881+37.1% |
| Participation rate | 54.8% | 73.0%-18.2pp | 81.4%-26.6pp | 69.3%-14.5pp |
| Annual return | 6.02% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,034 | $2,882-64.1% | $4,617-77.6% | $2,281-54.7% |
| Participant deferral / active EE | $4,268 | $4,840-11.8% | $5,984-28.7% | $3,203+33.3% |
| Admin fee / account holder | $9,656 | $4,826+100.1% | $8,357+15.5% | $4,296+124.8% |