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 | $96,858 | $82,133+17.9% | $147,318-34.3% | $64,097+51.1% |
| Participation rate | 61.9% | 62.3%-0.4pp | 82.1%-20.2pp | 55.2%+6.7pp |
| Annual return | 14.85% | 78.78%-63.9pp | 70.43%-55.6pp | 34.64%-19.8pp |
| Employer contribution / active EE | $2,186 | $2,872-23.9% | $4,593-52.4% | $1,891+15.6% |
| Participant deferral / active EE | $4,584 | $5,407-15.2% | $7,906-42.0% | $3,080+48.8% |
| Admin fee / account holder | $8,836 | $3,730+136.9% | $13,708-35.5% | $3,454+155.8% |