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 | $112,108 | $93,589+19.8% | $135,942-17.5% | $75,181+49.1% |
| Participation rate | 69.6% | 75.2%-5.5pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 17.84% | 30.90%-13.1pp | 68.28%-50.4pp | 160.69%-142.8pp |
| Employer contribution / active EE | $2,352 | $3,537-33.5% | $4,858-51.6% | $2,671-11.9% |
| Participant deferral / active EE | $4,135 | $6,405-35.4% | $7,759-46.7% | $4,126+0.2% |
| Admin fee / account holder | $730 | $6,977-89.5% | $10,764-93.2% | $5,650-87.1% |