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 | $107,739 | $40,275+167.5% | $57,356+87.8% | $59,633+80.7% |
| Participation rate | 62.6% | 69.1%-6.5pp | 75.1%-12.4pp | 68.7%-6.0pp |
| Annual return | 1.36% | 27.52%-26.2pp | 24.41%-23.0pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $1,852 | $1,921-3.6% | $2,689-31.1% | $2,203-15.9% |
| Participant deferral / active EE | $2,800 | $2,400+16.7% | $3,162-11.4% | $3,192-12.3% |
| Admin fee / account holder | $3,614 | $2,820+28.1% | $3,357+7.7% | $4,297-15.9% |