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 | $101,696 | $87,166+16.7% | $76,735+32.5% | $137,256-25.9% |
| Participation rate | 65.0% | 74.4%-9.4pp | 69.5%-4.5pp | 80.0%-15.0pp |
| Annual return | 17.43% | 26.50%-9.1pp | 29.77%-12.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,685 | $2,904-42.0% | $2,454-31.3% | $4,156-59.5% |
| Participant deferral / active EE | $3,887 | $4,726-17.8% | $4,088-4.9% | $6,407-39.3% |
| Admin fee / account holder | $3,223 | $8,403-61.6% | $7,189-55.2% | $12,270-73.7% |