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 | $133,552 | $63,949+108.8% | $129,031+3.5% | $94,015+42.1% |
| Participation rate | 67.7% | 63.4%+4.3pp | 73.4%-5.6pp | 70.8%-3.1pp |
| Annual return | 12.45% | 17.56%-5.1pp | 34.67%-22.2pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,599 | $1,865-14.3% | $3,226-50.4% | $2,790-42.7% |
| Participant deferral / active EE | $3,712 | $3,686+0.7% | $5,217-28.8% | $4,249-12.6% |
| Admin fee / account holder | $27,636 | $5,523+400.3% | $13,208+109.2% | $8,951+208.7% |