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 | $120,894 | $97,550+23.9% | $120,344+0.5% | $87,485+38.2% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.7%-28.4pp | 68.9%-20.7pp |
| Annual return | 12.40% | 18.41%-6.0pp | 20.30%-7.9pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,044 | $2,291-54.4% | $3,020-65.4% | $2,596-59.8% |
| Participant deferral / active EE | $2,251 | $4,230-46.8% | $5,135-56.2% | $4,274-47.3% |
| Admin fee / account holder | $9,418 | $9,543-1.3% | $12,742-26.1% | $7,775+21.1% |