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 | $101,566 | $96,508+5.2% | $75,901+33.8% | $152,897-33.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.5%-20.0pp |
| Annual return | 19.92% | 33.99%-14.1pp | 30.76%-10.8pp | 345.43%-325.5pp |
| Employer contribution / active EE | $2,485 | $3,310-24.9% | $2,501-0.6% | $4,764-47.8% |
| Participant deferral / active EE | $5,762 | $4,554+26.5% | $3,603+59.9% | $5,851-1.5% |
| Admin fee / account holder | $4,185 | $8,081-48.2% | $5,420-22.8% | $11,599-63.9% |