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 | $115,127 | $95,453+20.6% | $112,040+2.8% | $82,448+39.6% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.5%-30.3pp | 68.1%-21.9pp |
| Annual return | 13.42% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,382 | $2,318-40.4% | $2,954-53.2% | $2,551-45.8% |
| Participant deferral / active EE | $3,358 | $4,224-20.5% | $5,098-34.1% | $4,139-18.9% |
| Admin fee / account holder | $776 | $9,013-91.4% | $12,098-93.6% | $7,234-89.3% |