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 | $117,906 | $87,132+35.3% | $105,624+11.6% | $80,959+45.6% |
| Participation rate | 64.4% | 70.4%-6.0pp | 75.3%-10.8pp | 67.7%-3.2pp |
| Annual return | 22.84% | 17.03%+5.8pp | 116.20%-93.4pp | 35.67%-12.8pp |
| Employer contribution / active EE | $3,129 | $2,397+30.5% | $3,168-1.2% | $2,757+13.5% |
| Participant deferral / active EE | $4,550 | $3,985+14.2% | $5,013-9.2% | $4,300+5.8% |
| Admin fee / account holder | $5,443 | $8,449-35.6% | $10,961-50.3% | $6,925-21.4% |