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 | $122,017 | $78,423+55.6% | $95,964+27.1% | $79,856+52.8% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 11.54% | 19.37%-7.8pp | 91.64%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,062 | $1,945-45.4% | $2,541-58.2% | $2,471-57.0% |
| Participant deferral / active EE | $3,569 | $3,440+3.7% | $4,167-14.3% | $3,741-4.6% |
| Admin fee / account holder | $3,587 | $5,622-36.2% | $6,797-47.2% | $5,306-32.4% |