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 | $114,925 | $71,230+61.3% | $93,727+22.6% | $80,959+42.0% |
| Participation rate | 52.9% | 60.4%-7.5pp | 68.7%-15.8pp | 67.7%-14.7pp |
| Annual return | 17.52% | 11.26%+6.3pp | 133.83%-116.3pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,640 | $1,565+4.8% | $2,421-32.3% | $2,757-40.5% |
| Participant deferral / active EE | $6,097 | $4,037+51.0% | $4,417+38.0% | $4,300+41.8% |
| Admin fee / account holder | $32,021 | $6,961+360.0% | $8,292+286.2% | $6,925+362.4% |