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 | $106,864 | $62,583+70.8% | $76,767+39.2% | $64,173+66.5% |
| Participation rate | 64.3% | 72.8%-8.5pp | 77.0%-12.7pp | 69.6%-5.3pp |
| Annual return | 9.87% | -1.95%+11.8pp | 2.43%+7.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $3,121 | $1,832+70.3% | $2,485+25.6% | $2,381+31.1% |
| Participant deferral / active EE | $6,104 | $3,145+94.1% | $3,852+58.5% | $3,470+75.9% |
| Admin fee / account holder | $20,707 | $4,667+343.7% | $6,675+210.2% | $4,887+323.7% |