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 | $119,039 | $181,896-34.6% | $156,551-24.0% | $273,972-56.6% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 8.69% | 30.74%-22.1pp | 32.23%-23.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,717 | $6,248-56.5% | $5,501-50.6% | $4,869-44.2% |
| Participant deferral / active EE | $5,854 | $5,550+5.5% | $4,871+20.2% | $5,287+10.7% |
| Admin fee / account holder | $7,539 | $15,560-51.6% | $13,028-42.1% | $10,133-25.6% |