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 | $98,252 | $93,598+5.0% | $135,974-27.7% | $75,173+30.7% |
| Participation rate | 67.3% | 75.2%-7.9pp | 81.9%-14.6pp | 67.2%+0.1pp |
| Annual return | 17.96% | 30.89%-12.9pp | 68.30%-50.3pp | 160.72%-142.8pp |
| Employer contribution / active EE | $2,128 | $3,538-39.8% | $4,859-56.2% | $2,671-20.3% |
| Participant deferral / active EE | $5,693 | $6,405-11.1% | $7,760-26.6% | $4,126+38.0% |
| Admin fee / account holder | $14,896 | $6,978+113.5% | $10,767+38.4% | $5,651+163.6% |