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 | $97,810 | $54,763+78.6% | $90,324+8.3% | $72,976+34.0% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 23.01% | 30.63%-7.6pp | 78.15%-55.1pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,638 | $2,093+26.0% | $2,856-7.6% | $2,440+8.1% |
| Participant deferral / active EE | $3,383 | $2,887+17.2% | $3,885-12.9% | $3,608-6.2% |
| Admin fee / account holder | $17,630 | $3,973+343.7% | $5,356+229.2% | $5,124+244.1% |