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 | $122,498 | $65,367+87.4% | $92,915+31.8% | $72,976+67.9% |
| Participation rate | 56.9% | 68.3%-11.4pp | 76.0%-19.1pp | 69.5%-12.6pp |
| Annual return | 24.28% | 42.11%-17.8pp | 109.45%-85.2pp | 81.02%-56.7pp |
| Employer contribution / active EE | $2,100 | $2,594-19.0% | $3,653-42.5% | $2,440-13.9% |
| Participant deferral / active EE | $4,082 | $3,128+30.5% | $4,238-3.7% | $3,608+13.1% |
| Admin fee / account holder | $1,998 | $4,251-53.0% | $5,796-65.5% | $5,124-61.0% |