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 | $123,182 | $97,550+26.3% | $120,344+2.4% | $87,485+40.8% |
| Participation rate | 58.9% | 72.8%-13.9pp | 76.7%-17.8pp | 68.9%-10.0pp |
| Annual return | 13.44% | 18.41%-5.0pp | 20.30%-6.9pp | 26.06%-12.6pp |
| Employer contribution / active EE | $885 | $2,291-61.4% | $3,020-70.7% | $2,596-65.9% |
| Participant deferral / active EE | $4,381 | $4,230+3.6% | $5,135-14.7% | $4,274+2.5% |
| Admin fee / account holder | $8,313 | $9,543-12.9% | $12,742-34.8% | $7,775+6.9% |