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 | $104,860 | $106,749-1.8% | $145,433-27.9% | $82,448+27.2% |
| Participation rate | 51.4% | 75.6%-24.2pp | 82.1%-30.7pp | 68.1%-16.6pp |
| Annual return | 16.19% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,845 | $3,444-46.4% | $4,554-59.5% | $2,551-27.7% |
| Participant deferral / active EE | $4,198 | $6,519-35.6% | $7,897-46.8% | $4,139+1.4% |
| Admin fee / account holder | $1,717 | $8,390-79.5% | $13,129-86.9% | $7,234-76.3% |