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 | $100,190 | $60,349+66.0% | $74,184+35.1% | $62,881+59.3% |
| Participation rate | 67.3% | 72.7%-5.4pp | 76.6%-9.3pp | 69.3%-2.0pp |
| Annual return | 7.01% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $357 | $1,680-78.8% | $2,370-85.0% | $2,281-84.4% |
| Participant deferral / active EE | $3,339 | $2,856+16.9% | $3,550-5.9% | $3,203+4.2% |
| Admin fee / account holder | $3,433 | $4,261-19.4% | $5,586-38.5% | $4,296-20.1% |