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 | $104,484 | $94,031+11.1% | $115,768-9.7% | $82,448+26.7% |
| Participation rate | 66.2% | 70.4%-4.2pp | 74.4%-8.2pp | 68.1%-1.9pp |
| Annual return | 16.45% | 20.61%-4.2pp | 100.46%-84.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,065 | $2,323-11.1% | $2,940-29.7% | $2,551-19.0% |
| Participant deferral / active EE | $3,276 | $3,972-17.5% | $4,917-33.4% | $4,139-20.9% |
| Admin fee / account holder | $7,261 | $10,249-29.2% | $12,439-41.6% | $7,234+0.4% |