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 | $92,016 | $43,075+113.6% | $74,577+23.4% | $62,881+46.3% |
| Participation rate | 64.2% | 58.1%+6.1pp | 68.1%-4.0pp | 69.3%-5.2pp |
| Annual return | 8.26% | 17.50%-9.2pp | 20.47%-12.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $861 | $1,498-42.5% | $2,525-65.9% | $2,281-62.2% |
| Participant deferral / active EE | $5,498 | $2,389+130.1% | $3,458+59.0% | $3,203+71.7% |
| Admin fee / account holder | $5,740 | $2,840+102.1% | $4,138+38.7% | $4,296+33.6% |