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 | $119,608 | $93,617+27.8% | $135,982-12.0% | $75,177+59.1% |
| Participation rate | 67.7% | 75.2%-7.5pp | 81.9%-14.2pp | 67.2%+0.5pp |
| Annual return | 19.56% | 30.89%-11.3pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $2,767 | $3,538-21.8% | $4,859-43.1% | $2,671+3.6% |
| Participant deferral / active EE | $7,088 | $6,406+10.6% | $7,760-8.7% | $4,126+71.8% |
| Admin fee / account holder | $1,582 | $6,980-77.3% | $10,767-85.3% | $5,651-72.0% |