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 | $136,601 | $106,749+28.0% | $145,433-6.1% | $82,448+65.7% |
| Participation rate | 42.9% | 75.6%-32.8pp | 82.1%-39.3pp | 68.1%-25.2pp |
| Annual return | 15.14% | 27.59%-12.5pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,987 | $3,444-13.3% | $4,554-34.4% | $2,551+17.1% |
| Participant deferral / active EE | $7,508 | $6,519+15.2% | $7,897-4.9% | $4,139+81.4% |
| Admin fee / account holder | $12,399 | $8,390+47.8% | $13,129-5.6% | $7,234+71.4% |