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 | $96,204 | $84,953+13.2% | $163,379-41.1% | $82,637+16.4% |
| Participation rate | 39.3% | 65.9%-26.7pp | 76.8%-37.5pp | 68.1%-28.8pp |
| Annual return | 14.06% | 23.07%-9.0pp | 63.41%-49.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $812 | $2,183-62.8% | $3,752-78.4% | $2,552-68.2% |
| Participant deferral / active EE | $3,468 | $4,326-19.8% | $6,282-44.8% | $4,126-15.9% |
| Admin fee / account holder | $2,592 | $7,921-67.3% | $9,818-73.6% | $7,339-64.7% |