Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $133,465 | $81,476+63.8% | $102,383+30.4% | $80,925+64.9% |
| Participation rate | 63.8% | 66.8%-3.0pp | 74.5%-10.7pp | 67.7%-3.8pp |
| Annual return | 13.79% | 25.59%-11.8pp | 24.94%-11.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,236 | $3,105-28.0% | $3,870-42.2% | $2,756-18.9% |
| Participant deferral / active EE | $5,539 | $3,871+43.1% | $5,060+9.5% | $4,299+28.8% |
| Admin fee / account holder | $15,938 | $6,717+137.3% | $8,391+89.9% | $6,940+129.6% |