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 | $120,179 | $78,013+54.0% | $178,449-32.7% | $80,911+48.5% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.4pp | 67.6%-1.0pp |
| Annual return | 11.70% | 18.07%-6.4pp | 27.09%-15.4pp | 35.63%-23.9pp |
| Employer contribution / active EE | $1,874 | $2,287-18.1% | $3,951-52.6% | $2,756-32.0% |
| Participant deferral / active EE | $6,618 | $4,408+50.1% | $6,277+5.4% | $4,297+54.0% |
| Admin fee / account holder | $7,361 | $7,166+2.7% | $10,362-29.0% | $6,935+6.1% |