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 | $100,397 | $76,371+31.5% | $93,621+7.2% | $72,975+37.6% |
| Participation rate | 58.0% | 71.8%-13.8pp | 75.8%-17.9pp | 69.5%-11.5pp |
| Annual return | 32.38% | 25.82%+6.6pp | 32.76%-0.4pp | 81.01%-48.6pp |
| Employer contribution / active EE | $830 | $2,276-63.5% | $2,719-69.5% | $2,440-66.0% |
| Participant deferral / active EE | $2,176 | $3,538-38.5% | $4,070-46.5% | $3,608-39.7% |
| Admin fee / account holder | $4,089 | $6,839-40.2% | $7,890-48.2% | $5,124-20.2% |