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 | $100,691 | $83,898+20.0% | $133,346-24.5% | $94,015+7.1% |
| Participation rate | 39.4% | 63.4%-23.9pp | 72.8%-33.4pp | 70.8%-31.4pp |
| Annual return | 21.73% | 16.00%+5.7pp | 36.85%-15.1pp | 17.84%+3.9pp |
| Employer contribution / active EE | $1,649 | $1,821-9.4% | $2,853-42.2% | $2,790-40.9% |
| Participant deferral / active EE | $4,305 | $3,245+32.7% | $4,332-0.6% | $4,249+1.3% |
| Admin fee / account holder | $1,111 | $7,809-85.8% | $14,264-92.2% | $8,951-87.6% |