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 | $102,565 | $67,602+51.7% | $82,312+24.6% | $70,126+46.3% |
| Participation rate | 55.4% | 72.8%-17.4pp | 76.9%-21.5pp | 69.5%-14.2pp |
| Annual return | 25.88% | 21.57%+4.3pp | 25.88%0pp | 73.15%-47.3pp |
| Employer contribution / active EE | $524 | $1,755-70.2% | $2,428-78.4% | $2,343-77.6% |
| Participant deferral / active EE | $2,520 | $2,987-15.6% | $3,706-32.0% | $3,332-24.4% |
| Admin fee / account holder | $6,406 | $4,512+42.0% | $5,608+14.2% | $4,645+37.9% |