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 | $96,242 | $81,446+18.2% | $103,374-6.9% | $80,874+19.0% |
| Participation rate | 55.9% | 66.9%-10.9pp | 74.5%-18.6pp | 67.6%-11.7pp |
| Annual return | 14.93% | 25.57%-10.6pp | 24.89%-10.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,100 | $3,107-0.2% | $3,869-19.9% | $2,756+12.5% |
| Participant deferral / active EE | $5,301 | $3,870+37.0% | $5,058+4.8% | $4,297+23.4% |
| Admin fee / account holder | $14,071 | $6,715+109.5% | $8,394+67.6% | $6,935+102.9% |