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 | $113,249 | $117,904-3.9% | $102,457+10.5% | $145,978-22.4% |
| Participation rate | 65.2% | 78.6%-13.4pp | 76.5%-11.3pp | 80.3%-15.1pp |
| Annual return | 9.15% | 31.80%-22.6pp | 29.41%-20.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $4,535 | $3,613+25.5% | $3,022+50.1% | $4,662-2.7% |
| Participant deferral / active EE | $5,435 | $5,733-5.2% | $5,054+7.5% | $6,690-18.8% |
| Admin fee / account holder | $28,495 | $13,329+113.8% | $9,451+201.5% | $13,400+112.6% |