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 | $134,448 | $126,661+6.1% | $113,397+18.6% | $138,895-3.2% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 10.90% | 25.05%-14.2pp | 23.20%-12.3pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,519 | $3,456-56.1% | $2,977-49.0% | $4,194-63.8% |
| Participant deferral / active EE | $12,956 | $5,693+127.6% | $5,076+155.2% | $6,396+102.6% |
| Admin fee / account holder | $96,664 | $14,549+564.4% | $11,957+708.4% | $12,562+669.5% |