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 | $125,137 | $73,955+69.2% | $96,520+29.6% | $75,181+66.4% |
| Participation rate | 62.2% | 66.4%-4.3pp | 74.3%-12.2pp | 67.2%-5.0pp |
| Annual return | 17.31% | 26.72%-9.4pp | 35.72%-18.4pp | 160.69%-143.4pp |
| Employer contribution / active EE | $1,892 | $2,930-35.4% | $3,739-49.4% | $2,671-29.1% |
| Participant deferral / active EE | $3,214 | $3,659-12.2% | $4,879-34.1% | $4,126-22.1% |
| Admin fee / account holder | $1,378 | $5,217-73.6% | $6,733-79.5% | $5,650-75.6% |