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 | $122,108 | $67,606+80.6% | $82,313+48.3% | $70,124+74.1% |
| Participation rate | 66.0% | 72.8%-6.7pp | 76.9%-10.9pp | 69.5%-3.5pp |
| Annual return | 12.77% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,087 | $1,755+18.9% | $2,428-14.1% | $2,342-10.9% |
| Participant deferral / active EE | $2,373 | $2,987-20.6% | $3,706-36.0% | $3,332-28.8% |
| Admin fee / account holder | $1,966 | $4,512-56.4% | $5,608-64.9% | $4,645-57.7% |