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 | $107,083 | $91,559+17.0% | $133,978-20.1% | $79,856+34.1% |
| Participation rate | 54.3% | 73.3%-19.1pp | 79.8%-25.6pp | 69.6%-15.4pp |
| Annual return | 13.33% | 61.85%-48.5pp | 45.10%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,380 | $2,384-42.1% | $3,919-64.8% | $2,471-44.1% |
| Participant deferral / active EE | $3,280 | $3,734-12.2% | $5,047-35.0% | $3,741-12.3% |
| Admin fee / account holder | $3,803 | $6,321-39.8% | $8,930-57.4% | $5,306-28.3% |