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 | $85,790 | $67,894+26.4% | $89,340-4.0% | $82,448+4.1% |
| Participation rate | 69.9% | 64.0%+5.8pp | 69.6%+0.3pp | 68.1%+1.8pp |
| Annual return | 14.24% | 19.21%-5.0pp | 20.57%-6.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,751 | $1,828+50.5% | $2,231+23.3% | $2,551+7.8% |
| Participant deferral / active EE | $5,288 | $3,072+72.1% | $3,823+38.3% | $4,139+27.8% |
| Admin fee / account holder | $14,672 | $5,723+156.4% | $6,704+118.9% | $7,234+102.8% |