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 | $118,415 | $115,931+2.1% | $185,441-36.1% | $86,983+36.1% |
| Participation rate | 61.0% | 73.6%-12.6pp | 80.3%-19.3pp | 69.5%-8.6pp |
| Annual return | 19.30% | 21.47%-2.2pp | 20.16%-0.9pp | 25.83%-6.5pp |
| Employer contribution / active EE | $2,204 | $2,937-25.0% | $4,672-52.8% | $2,584-14.7% |
| Participant deferral / active EE | $4,043 | $4,551-11.2% | $6,152-34.3% | $4,194-3.6% |
| Admin fee / account holder | $1,604 | $10,687-85.0% | $17,890-91.0% | $7,856-79.6% |