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 | $109,306 | $62,132+75.9% | $185,835-41.2% | $73,493+48.7% |
| Participation rate | 66.7% | 67.8%-1.1pp | 78.0%-11.4pp | 70.7%-4.0pp |
| Annual return | 16.76% | 20.44%-3.7pp | 35.96%-19.2pp | 28.51%-11.8pp |
| Employer contribution / active EE | $677 | $1,681-59.8% | $4,087-83.4% | $2,270-70.2% |
| Participant deferral / active EE | $4,979 | $3,711+34.2% | $5,633-11.6% | $3,740+33.1% |
| Admin fee / account holder | $5,765 | $419+1276.7% | $9,502-39.3% | $513+1023.5% |