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 | $100,405 | $91,198+10.1% | $178,503-43.8% | $79,856+25.7% |
| Participation rate | 24.4% | 69.2%-44.8pp | 81.9%-57.5pp | 69.6%-45.2pp |
| Annual return | 18.48% | 24.20%-5.7pp | 151.12%-132.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $895 | $3,257-72.5% | $5,011-82.1% | $2,471-63.8% |
| Participant deferral / active EE | $2,045 | $3,237-36.8% | $5,202-60.7% | $3,741-45.3% |
| Admin fee / account holder | $2,571 | $6,748-61.9% | $13,987-81.6% | $5,306-51.6% |