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 | $113,900 | $78,707+44.7% | $117,861-3.4% | $70,126+62.4% |
| Participation rate | 68.6% | 73.2%-4.6pp | 79.7%-11.1pp | 69.5%-1.0pp |
| Annual return | 15.68% | 23.30%-7.6pp | 335.11%-319.4pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,653 | $2,223-25.7% | $3,786-56.3% | $2,343-29.4% |
| Participant deferral / active EE | $3,989 | $3,297+21.0% | $4,482-11.0% | $3,332+19.7% |
| Admin fee / account holder | $7,589 | $5,066+49.8% | $8,021-5.4% | $4,645+63.4% |