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 | $107,219 | $81,457+31.6% | $103,378+3.7% | $80,911+32.5% |
| Participation rate | 39.5% | 66.8%-27.3pp | 74.5%-35.0pp | 67.6%-28.1pp |
| Annual return | 13.40% | 25.58%-12.2pp | 24.91%-11.5pp | 35.63%-22.2pp |
| Employer contribution / active EE | $2,532 | $3,107-18.5% | $3,870-34.6% | $2,756-8.1% |
| Participant deferral / active EE | $4,138 | $3,871+6.9% | $5,058-18.2% | $4,297-3.7% |
| Admin fee / account holder | $5,614 | $6,717-16.4% | $8,401-33.2% | $6,935-19.0% |