Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $108,653 | $92,041+18.0% | $299,830-63.8% | $94,015+15.6% |
| Participation rate | 68.8% | 71.4%-2.7pp | 78.5%-9.8pp | 70.8%-2.1pp |
| Annual return | 11.09% | 15.24%-4.1pp | 10.58%+0.5pp | 17.84%-6.8pp |
| Employer contribution / active EE | $3,187 | $2,506+27.2% | $5,842-45.4% | $2,790+14.2% |
| Participant deferral / active EE | $5,310 | $4,287+23.9% | $7,038-24.5% | $4,249+25.0% |
| Admin fee / account holder | $11,326 | $8,997+25.9% | $50,982-77.8% | $8,951+26.5% |