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 | $107,703 | $79,955+34.7% | $98,461+9.4% | $75,173+43.3% |
| Participation rate | 67.2% | 70.4%-3.2pp | 75.2%-8.0pp | 67.2%0pp |
| Annual return | 24.49% | 19.75%+4.7pp | 21.17%+3.3pp | 160.72%-136.2pp |
| Employer contribution / active EE | $1,884 | $2,264-16.8% | $3,049-38.2% | $2,671-29.5% |
| Participant deferral / active EE | $4,615 | $3,752+23.0% | $4,738-2.6% | $4,126+11.8% |
| Admin fee / account holder | $4,858 | $6,841-29.0% | $8,961-45.8% | $5,651-14.0% |