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 | $104,369 | $55,457+88.2% | $77,361+34.9% | $94,015+11.0% |
| Participation rate | 59.3% | 69.8%-10.5pp | 75.0%-15.6pp | 70.8%-11.5pp |
| Annual return | 14.70% | 15.57%-0.9pp | 1011.54%-996.8pp | 17.84%-3.1pp |
| Employer contribution / active EE | $1,409 | $2,255-37.5% | $2,990-52.9% | $2,790-49.5% |
| Participant deferral / active EE | $3,052 | $3,069-0.6% | $3,911-22.0% | $4,249-28.2% |
| Admin fee / account holder | $6,060 | $4,334+39.8% | $5,894+2.8% | $8,951-32.3% |