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 | $110,723 | $49,239+124.9% | $70,462+57.1% | $79,858+38.7% |
| Participation rate | 45.0% | 69.2%-24.2pp | 75.1%-30.1pp | 69.6%-24.6pp |
| Annual return | 10.96% | 30.08%-19.1pp | 109.08%-98.1pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1,670 | $2,100-20.5% | $2,737-39.0% | $2,471-32.4% |
| Participant deferral / active EE | $2,774 | $2,769+0.2% | $3,710-25.2% | $3,740-25.8% |
| Admin fee / account holder | $2,076 | $2,876-27.8% | $3,845-46.0% | $5,306-60.9% |