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 | $106,855 | $81,446+31.2% | $103,374+3.4% | $80,874+32.1% |
| Participation rate | 59.8% | 66.9%-7.1pp | 74.5%-14.8pp | 67.6%-7.9pp |
| Annual return | 13.12% | 25.57%-12.4pp | 24.89%-11.8pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,201 | $3,107-29.2% | $3,869-43.1% | $2,756-20.1% |
| Participant deferral / active EE | $5,284 | $3,870+36.5% | $5,058+4.5% | $4,297+23.0% |
| Admin fee / account holder | $1,852 | $6,715-72.4% | $8,394-77.9% | $6,935-73.3% |