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 | $117,398 | $85,515+37.3% | $112,040+4.8% | $67,986+72.7% |
| Participation rate | 65.7% | 68.2%-2.5pp | 76.5%-10.8pp | 57.2%+8.5pp |
| Annual return | 14.97% | 29.68%-14.7pp | 24.52%-9.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $662 | $2,191-69.8% | $2,954-77.6% | $2,019-67.2% |
| Participant deferral / active EE | $4,280 | $4,014+6.6% | $5,098-16.0% | $3,358+27.5% |
| Admin fee / account holder | $4,269 | $3,774+13.1% | $12,098-64.7% | $3,203+33.3% |