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 | $90,732 | $76,551+18.5% | $123,894-26.8% | $62,881+44.3% |
| Participation rate | 59.3% | 73.0%-13.7pp | 81.4%-22.2pp | 69.3%-10.0pp |
| Annual return | 6.37% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,868 | $2,882+68.9% | $4,617+5.4% | $2,281+113.4% |
| Participant deferral / active EE | $2,641 | $4,840-45.4% | $5,984-55.9% | $3,203-17.5% |
| Admin fee / account holder | $4,313 | $4,826-10.6% | $8,357-48.4% | $4,296+0.4% |