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 | $101,789 | $185,312-45.1% | $161,489-37.0% | $154,746-34.2% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.7%-26.1pp | 80.7%-28.1pp |
| Annual return | 18.09% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,944 | $4,769+3.7% | $4,268+15.8% | $4,379+12.9% |
| Participant deferral / active EE | $2,852 | $6,350-55.1% | $5,630-49.3% | $6,730-57.6% |
| Admin fee / account holder | $1,854 | $18,654-90.1% | $16,006-88.4% | $14,365-87.1% |