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 | $89,268 | $72,607+22.9% | $90,259-1.1% | $87,485+2.0% |
| Participation rate | 59.2% | 64.8%-5.7pp | 70.7%-11.6pp | 68.9%-9.8pp |
| Annual return | 12.59% | 18.59%-6.0pp | 18.88%-6.3pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,071 | $1,919+7.9% | $2,291-9.6% | $2,596-20.2% |
| Participant deferral / active EE | $4,013 | $3,055+31.4% | $3,827+4.9% | $4,274-6.1% |
| Admin fee / account holder | $6,323 | $5,947+6.3% | $7,267-13.0% | $7,775-18.7% |