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 | $109,361 | $97,550+12.1% | $120,344-9.1% | $87,485+25.0% |
| Participation rate | 60.9% | 72.8%-11.9pp | 76.7%-15.8pp | 68.9%-8.0pp |
| Annual return | 16.49% | 18.41%-1.9pp | 20.30%-3.8pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,968 | $2,291-14.1% | $3,020-34.8% | $2,596-24.2% |
| Participant deferral / active EE | $3,973 | $4,230-6.1% | $5,135-22.6% | $4,274-7.0% |
| Admin fee / account holder | $5,370 | $9,543-43.7% | $12,742-57.9% | $7,775-30.9% |