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 | $81,333 | $91,559-11.2% | $133,959-39.3% | $79,858+1.8% |
| Participation rate | 48.6% | 73.3%-24.7pp | 79.8%-31.2pp | 69.6%-21.0pp |
| Annual return | 103.33% | 61.85%+41.5pp | 45.09%+58.2pp | 31.72%+71.6pp |
| Employer contribution / active EE | $1,186 | $2,384-50.2% | $3,919-69.7% | $2,471-52.0% |
| Participant deferral / active EE | $3,040 | $3,734-18.6% | $5,047-39.8% | $3,740-18.7% |
| Admin fee / account holder | $5,014 | $6,321-20.7% | $8,928-43.8% | $5,306-5.5% |