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 | $117,889 | $94,436+24.8% | $115,599+2.0% | $82,637+42.7% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.3%-7.6pp | 68.1%-1.4pp |
| Annual return | 15.36% | 18.37%-3.0pp | 111.10%-95.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,078 | $2,324-10.6% | $2,955-29.7% | $2,552-18.6% |
| Participant deferral / active EE | $3,802 | $3,955-3.9% | $4,889-22.2% | $4,126-7.9% |
| Admin fee / account holder | $14,038 | $10,328+35.9% | $12,841+9.3% | $7,339+91.3% |