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 | $113,652 | $77,896+45.9% | $134,172-15.3% | $82,448+37.8% |
| Participation rate | 66.7% | 62.8%+3.9pp | 72.5%-5.8pp | 68.1%-1.4pp |
| Annual return | 20.67% | 18.21%+2.5pp | 25.30%-4.6pp | 41.64%-21.0pp |
| Employer contribution / active EE | $3,529 | $2,159+63.4% | $3,420+3.2% | $2,551+38.3% |
| Participant deferral / active EE | $5,656 | $3,162+78.9% | $4,690+20.6% | $4,139+36.6% |
| Admin fee / account holder | $17,672 | $6,336+178.9% | $12,016+47.1% | $7,234+144.3% |