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 | $106,864 | $86,922+22.9% | $102,438+4.3% | $80,874+32.1% |
| Participation rate | 68.2% | 72.4%-4.2pp | 76.5%-8.3pp | 67.6%+0.5pp |
| Annual return | 11.48% | 18.90%-7.4pp | 29.37%-17.9pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,533 | $2,369-35.3% | $3,024-49.3% | $2,756-44.4% |
| Participant deferral / active EE | $4,722 | $4,119+14.6% | $5,054-6.6% | $4,297+9.9% |
| Admin fee / account holder | $11,697 | $8,050+45.3% | $9,448+23.8% | $6,935+68.7% |