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 | $109,075 | $67,606+61.3% | $82,313+32.5% | $70,124+55.5% |
| Participation rate | 40.9% | 72.8%-31.9pp | 76.9%-36.0pp | 69.5%-28.6pp |
| Annual return | 12.40% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $906 | $1,755-48.4% | $2,428-62.7% | $2,342-61.3% |
| Participant deferral / active EE | $1,855 | $2,987-37.9% | $3,706-49.9% | $3,332-44.3% |
| Admin fee / account holder | $4,335 | $4,512-3.9% | $5,608-22.7% | $4,645-6.7% |