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 | $95,048 | $77,472+22.7% | $100,415-5.3% | $80,959+17.4% |
| Participation rate | 58.5% | 76.9%-18.5pp | 81.5%-23.0pp | 67.7%-9.2pp |
| Annual return | 17.12% | 37.26%-20.1pp | 49.47%-32.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,813 | $2,800-35.3% | $3,943-54.0% | $2,757-34.2% |
| Participant deferral / active EE | $3,222 | $6,818-52.7% | $8,091-60.2% | $4,300-25.1% |
| Admin fee / account holder | $1,035 | $5,885-82.4% | $7,906-86.9% | $6,925-85.1% |