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 | $100,009 | $86,891+15.1% | $142,516-29.8% | $75,173+33.0% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.8%-22.2pp | 67.2%-12.7pp |
| Annual return | 15.29% | 23.31%-8.0pp | 19.99%-4.7pp | 160.72%-145.4pp |
| Employer contribution / active EE | $3,121 | $3,355-7.0% | $4,849-35.6% | $2,671+16.8% |
| Participant deferral / active EE | $5,179 | $4,938+4.9% | $6,280-17.5% | $4,126+25.5% |
| Admin fee / account holder | $16,141 | $7,299+121.1% | $10,008+61.3% | $5,651+185.7% |