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 | $106,179 | $71,197+49.1% | $93,669+13.4% | $80,925+31.2% |
| Participation rate | 33.8% | 60.4%-26.5pp | 68.7%-34.9pp | 67.7%-33.8pp |
| Annual return | 10.66% | 11.27%-0.6pp | 133.59%-122.9pp | 35.65%-25.0pp |
| Employer contribution / active EE | $1,777 | $1,565+13.6% | $2,424-26.7% | $2,756-35.5% |
| Participant deferral / active EE | $2,570 | $4,036-36.3% | $4,416-41.8% | $4,299-40.2% |
| Admin fee / account holder | $2,975 | $6,959-57.3% | $8,291-64.1% | $6,940-57.1% |