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 | $101,040 | $86,938+16.2% | $102,423-1.4% | $80,925+24.9% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.7%-7.1pp |
| Annual return | 11.62% | 18.89%-7.3pp | 29.42%-17.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,767 | $2,369+16.8% | $3,023-8.5% | $2,756+0.4% |
| Participant deferral / active EE | $5,252 | $4,120+27.5% | $5,054+3.9% | $4,299+22.2% |
| Admin fee / account holder | $26,994 | $8,053+235.2% | $9,455+185.5% | $6,940+289.0% |