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 | $118,087 | $93,589+26.2% | $135,942-13.1% | $75,181+57.1% |
| Participation rate | 35.0% | 75.2%-40.2pp | 81.9%-46.9pp | 67.2%-32.2pp |
| Annual return | 16.79% | 30.90%-14.1pp | 68.28%-51.5pp | 160.69%-143.9pp |
| Employer contribution / active EE | $2,472 | $3,537-30.1% | $4,858-49.1% | $2,671-7.4% |
| Participant deferral / active EE | $6,161 | $6,405-3.8% | $7,759-20.6% | $4,126+49.3% |
| Admin fee / account holder | $12,034 | $6,977+72.5% | $10,764+11.8% | $5,650+113.0% |