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 | $116,678 | $78,428+48.8% | $95,960+21.6% | $79,852+46.1% |
| Participation rate | 63.8% | 73.5%-9.7pp | 77.1%-13.3pp | 69.6%-5.9pp |
| Annual return | 17.32% | 19.37%-2.1pp | 91.63%-74.3pp | 31.72%-14.4pp |
| Employer contribution / active EE | $2,345 | $1,945+20.6% | $2,541-7.7% | $2,471-5.1% |
| Participant deferral / active EE | $3,732 | $3,440+8.5% | $4,167-10.4% | $3,740-0.2% |
| Admin fee / account holder | $15,686 | $5,622+179.0% | $6,797+130.8% | $5,306+195.6% |