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 | $114,078 | $110,307+3.4% | $96,576+18.1% | $139,456-18.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 10.27% | 26.40%-16.1pp | 25.87%-15.6pp | 373.45%-363.2pp |
| Employer contribution / active EE | $1,660 | $3,619-54.1% | $2,965-44.0% | $4,753-65.1% |
| Participant deferral / active EE | $3,659 | $5,547-34.0% | $4,851-24.6% | $6,711-45.5% |
| Admin fee / account holder | $6,117 | $11,597-47.3% | $8,253-25.9% | $11,407-46.4% |