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 | $97,064 | $51,222+89.5% | $70,544+37.6% | $75,173+29.1% |
| Participation rate | 66.7% | 61.0%+5.7pp | 68.4%-1.7pp | 67.2%-0.5pp |
| Annual return | 18.85% | 30.06%-11.2pp | 32.79%-13.9pp | 160.72%-141.9pp |
| Employer contribution / active EE | $2,818 | $1,827+54.3% | $2,976-5.3% | $2,671+5.5% |
| Participant deferral / active EE | $5,876 | $2,850+106.2% | $4,568+28.6% | $4,126+42.4% |
| Admin fee / account holder | $2,963 | $4,096-27.7% | $6,427-53.9% | $5,651-47.6% |