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 | $83,030 | $135,956-38.9% | $123,894-33.0% | $273,972-69.7% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 7.96% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $7,365 | $5,170+42.5% | $4,617+59.5% | $4,869+51.3% |
| Participant deferral / active EE | $6,199 | $6,343-2.3% | $5,984+3.6% | $5,287+17.2% |
| Admin fee / account holder | $5,106 | $9,817-48.0% | $8,357-38.9% | $10,133-49.6% |