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 | $87,283 | $45,050+93.7% | $63,018+38.5% | $70,126+24.5% |
| Participation rate | 64.3% | 69.5%-5.2pp | 74.8%-10.5pp | 69.5%-5.3pp |
| Annual return | 15.17% | 18.76%-3.6pp | 87.62%-72.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $3,566 | $2,052+73.8% | $2,761+29.2% | $2,343+52.2% |
| Participant deferral / active EE | $3,494 | $2,466+41.7% | $3,330+4.9% | $3,332+4.9% |
| Admin fee / account holder | $5,387 | $2,834+90.1% | $3,601+49.6% | $4,645+16.0% |