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 | $116,641 | $78,015+49.5% | $178,505-34.7% | $80,959+44.1% |
| Participation rate | 67.9% | 65.7%+2.2pp | 77.1%-9.3pp | 67.7%+0.2pp |
| Annual return | 11.32% | 18.10%-6.8pp | 27.16%-15.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,823 | $2,281+23.7% | $3,955-28.6% | $2,757+2.4% |
| Participant deferral / active EE | $5,959 | $4,406+35.2% | $6,280-5.1% | $4,300+38.6% |
| Admin fee / account holder | $10,009 | $7,160+39.8% | $10,428-4.0% | $6,925+44.5% |