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 | $84,736 | $57,140+48.3% | $85,240-0.6% | $80,959+4.7% |
| Participation rate | 68.0% | 56.4%+11.6pp | 67.5%+0.5pp | 67.7%+0.3pp |
| Annual return | 14.94% | 21.71%-6.8pp | 66.75%-51.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,337 | $1,802-25.8% | $2,735-51.1% | $2,757-51.5% |
| Participant deferral / active EE | $5,736 | $3,115+84.1% | $4,527+26.7% | $4,300+33.4% |
| Admin fee / account holder | $2,573 | $4,992-48.5% | $6,165-58.3% | $6,925-62.8% |