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 | $101,065 | $48,364+109.0% | $71,796+40.8% | $62,881+60.7% |
| Participation rate | 62.5% | 60.6%+1.9pp | 69.1%-6.6pp | 69.3%-6.8pp |
| Annual return | 8.75% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,522 | $1,042+46.1% | $1,924-20.9% | $2,281-33.3% |
| Participant deferral / active EE | $3,804 | $2,091+81.9% | $2,794+36.1% | $3,203+18.8% |
| Admin fee / account holder | $3,221 | $3,771-14.6% | $4,815-33.1% | $4,296-25.0% |