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 | $102,051 | $108,825-6.2% | $156,181-34.7% | $82,448+23.8% |
| Participation rate | 68.8% | 72.4%-3.6pp | 78.8%-10.1pp | 68.1%+0.7pp |
| Annual return | 12.65% | 20.59%-7.9pp | 64.87%-52.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,025 | $2,870-64.3% | $4,294-76.1% | $2,551-59.8% |
| Participant deferral / active EE | $3,556 | $4,577-22.3% | $6,132-42.0% | $4,139-14.1% |
| Admin fee / account holder | $6,101 | $9,341-34.7% | $14,586-58.2% | $7,234-15.7% |