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 | $126,433 | $108,825+16.2% | $156,181-19.0% | $82,448+53.3% |
| Participation rate | 63.4% | 72.4%-9.0pp | 78.8%-15.4pp | 68.1%-4.7pp |
| Annual return | 16.84% | 20.59%-3.8pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,980 | $2,870+3.8% | $4,294-30.6% | $2,551+16.8% |
| Participant deferral / active EE | $5,289 | $4,577+15.5% | $6,132-13.8% | $4,139+27.8% |
| Admin fee / account holder | $12,227 | $9,341+30.9% | $14,586-16.2% | $7,234+69.0% |