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 | $107,008 | $86,949+23.1% | $102,460+4.4% | $80,959+32.2% |
| Participation rate | 69.8% | 72.4%-2.6pp | 76.5%-6.7pp | 67.7%+2.1pp |
| Annual return | 10.83% | 18.89%-8.1pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,671 | $2,370-29.5% | $3,025-44.8% | $2,757-39.4% |
| Participant deferral / active EE | $4,126 | $4,121+0.1% | $5,056-18.4% | $4,300-4.0% |
| Admin fee / account holder | $3,162 | $8,048-60.7% | $9,460-66.6% | $6,925-54.3% |