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 | $115,034 | $93,064+23.6% | $74,577+54.2% | $273,972-58.0% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 2.46% | 26.18%-23.7pp | 20.47%-18.0pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,297 | $3,160-58.9% | $2,525-48.6% | $4,869-73.4% |
| Participant deferral / active EE | $5,012 | $4,160+20.5% | $3,458+44.9% | $5,287-5.2% |
| Admin fee / account holder | $369 | $5,273-93.0% | $4,138-91.1% | $10,133-96.4% |