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 | $116,352 | $76,371+52.4% | $93,621+24.3% | $72,976+59.4% |
| Participation rate | 51.6% | 71.8%-20.1pp | 75.8%-24.2pp | 69.5%-17.9pp |
| Annual return | 22.43% | 25.82%-3.4pp | 32.76%-10.3pp | 81.02%-58.6pp |
| Employer contribution / active EE | $2,788 | $2,276+22.5% | $2,719+2.5% | $2,440+14.3% |
| Participant deferral / active EE | $4,702 | $3,538+32.9% | $4,070+15.5% | $3,608+30.3% |
| Admin fee / account holder | $8,033 | $6,839+17.5% | $7,890+1.8% | $5,124+56.8% |