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 | $90,208 | $52,580+71.6% | $71,671+25.9% | $70,126+28.6% |
| Participation rate | 64.0% | 60.9%+3.1pp | 68.7%-4.7pp | 69.5%-5.5pp |
| Annual return | 15.56% | 20.25%-4.7pp | 20.65%-5.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,033 | $1,616+25.8% | $2,460-17.4% | $2,343-13.2% |
| Participant deferral / active EE | $3,801 | $2,386+59.3% | $3,438+10.6% | $3,332+14.1% |
| Admin fee / account holder | $2,229 | $3,653-39.0% | $5,558-59.9% | $4,645-52.0% |