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 | $110,124 | $86,949+26.7% | $102,460+7.5% | $80,959+36.0% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.7%-4.0pp |
| Annual return | 12.85% | 18.89%-6.0pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,840 | $2,370+19.8% | $3,025-6.1% | $2,757+3.0% |
| Participant deferral / active EE | $4,826 | $4,121+17.1% | $5,056-4.6% | $4,300+12.2% |
| Admin fee / account holder | $14,484 | $8,048+80.0% | $9,460+53.1% | $6,925+109.1% |