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 | $96,419 | $72,486+33.0% | $87,103+10.7% | $72,976+32.1% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 17.20% | 24.46%-7.3pp | 28.19%-11.0pp | 81.02%-63.8pp |
| Employer contribution / active EE | $2,283 | $1,894+20.5% | $2,521-9.5% | $2,440-6.4% |
| Participant deferral / active EE | $5,580 | $3,270+70.7% | $4,049+37.8% | $3,608+54.7% |
| Admin fee / account holder | $1,063 | $5,055-79.0% | $7,491-85.8% | $5,124-79.3% |