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 | $109,409 | $87,106+25.6% | $105,607+3.6% | $80,935+35.2% |
| Participation rate | 64.6% | 70.4%-5.8pp | 75.3%-10.7pp | 67.7%-3.0pp |
| Annual return | 12.67% | 17.01%-4.3pp | 116.11%-103.4pp | 35.66%-23.0pp |
| Employer contribution / active EE | $2,119 | $2,396-11.6% | $3,167-33.1% | $2,757-23.1% |
| Participant deferral / active EE | $3,714 | $3,986-6.8% | $5,011-25.9% | $4,299-13.6% |
| Admin fee / account holder | $19,746 | $8,447+133.8% | $10,958+80.2% | $6,924+185.2% |