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 | $109,023 | $153,774-29.1% | $133,979-18.6% | $273,970-60.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.08% | 36.51%-30.4pp | 29.30%-23.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,256 | $6,029-46.0% | $5,211-37.5% | $4,869-33.1% |
| Participant deferral / active EE | $8,440 | $6,958+21.3% | $6,282+34.4% | $5,287+59.6% |
| Admin fee / account holder | $1,951 | $11,765-83.4% | $9,324-79.1% | $10,132-80.7% |