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 | $108,083 | $55,902+93.3% | $76,030+42.2% | $80,959+33.5% |
| Participation rate | 61.5% | 62.1%-0.5pp | 69.1%-7.5pp | 67.7%-6.1pp |
| Annual return | 13.29% | 20.59%-7.3pp | 361.54%-348.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,882 | $1,867+0.8% | $2,688-30.0% | $2,757-31.7% |
| Participant deferral / active EE | $3,246 | $3,051+6.4% | $4,257-23.8% | $4,300-24.5% |
| Admin fee / account holder | $4,686 | $5,239-10.6% | $6,421-27.0% | $6,925-32.3% |