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 | $101,137 | $87,059+16.2% | $105,608-4.2% | $80,925+25.0% |
| Participation rate | 47.1% | 70.4%-23.4pp | 75.3%-28.2pp | 67.7%-20.6pp |
| Annual return | 19.27% | 17.05%+2.2pp | 116.50%-97.2pp | 35.65%-16.4pp |
| Employer contribution / active EE | $1,946 | $2,396-18.8% | $3,167-38.5% | $2,756-29.4% |
| Participant deferral / active EE | $3,041 | $3,986-23.7% | $5,010-39.3% | $4,299-29.3% |
| Admin fee / account holder | $6,337 | $8,443-24.9% | $11,028-42.5% | $6,940-8.7% |