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 | $121,223 | $86,938+39.4% | $102,423+18.4% | $80,925+49.8% |
| Participation rate | 37.3% | 72.4%-35.1pp | 76.5%-39.2pp | 67.7%-30.4pp |
| Annual return | 13.16% | 18.89%-5.7pp | 29.42%-16.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,814 | $2,369-23.4% | $3,023-40.0% | $2,756-34.2% |
| Participant deferral / active EE | $4,718 | $4,120+14.5% | $5,054-6.6% | $4,299+9.8% |
| Admin fee / account holder | $2,351 | $8,053-70.8% | $9,455-75.1% | $6,940-66.1% |