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 | $120,388 | $72,269+66.6% | $101,271+18.9% | $79,852+50.8% |
| Participation rate | 61.9% | 68.5%-6.6pp | 75.8%-13.9pp | 69.6%-7.7pp |
| Annual return | 11.13% | 22.29%-11.2pp | 46.48%-35.3pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,302 | $2,692-51.6% | $3,660-64.4% | $2,471-47.3% |
| Participant deferral / active EE | $2,357 | $3,282-28.2% | $4,371-46.1% | $3,740-37.0% |
| Admin fee / account holder | $10,346 | $4,401+135.1% | $5,948+73.9% | $5,306+95.0% |