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 | $102,836 | $45,312+127.0% | $86,233+19.3% | $67,986+51.3% |
| Participation rate | 60.4% | 42.4%+17.9pp | 69.0%-8.7pp | 57.2%+3.2pp |
| Annual return | 17.79% | 24.79%-7.0pp | 61.39%-43.6pp | 31.67%-13.9pp |
| Employer contribution / active EE | $2,541 | $1,160+119.2% | $2,504+1.5% | $2,019+25.9% |
| Participant deferral / active EE | $4,535 | $2,185+107.6% | $4,559-0.5% | $3,358+35.0% |
| Admin fee / account holder | $3,231 | $3,295-1.9% | $8,342-61.3% | $3,203+0.9% |