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 | $104,901 | $93,617+12.1% | $135,982-22.9% | $75,177+39.5% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.1pp | 67.2%-5.4pp |
| Annual return | 17.27% | 30.89%-13.6pp | 68.32%-51.1pp | 160.75%-143.5pp |
| Employer contribution / active EE | $860 | $3,538-75.7% | $4,859-82.3% | $2,671-67.8% |
| Participant deferral / active EE | $9,706 | $6,406+51.5% | $7,760+25.1% | $4,126+135.2% |
| Admin fee / account holder | $10,676 | $6,980+53.0% | $10,767-0.8% | $5,651+88.9% |