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 | $105,565 | $94,436+11.8% | $115,599-8.7% | $82,637+27.7% |
| Participation rate | 51.9% | 70.4%-18.6pp | 74.3%-22.4pp | 68.1%-16.2pp |
| Annual return | 15.79% | 18.37%-2.6pp | 111.10%-95.3pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,162 | $2,324-50.0% | $2,955-60.7% | $2,552-54.5% |
| Participant deferral / active EE | $2,257 | $3,955-42.9% | $4,889-53.8% | $4,126-45.3% |
| Admin fee / account holder | $8,131 | $10,328-21.3% | $12,841-36.7% | $7,339+10.8% |