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 | $139,423 | $114,712+21.5% | $173,730-19.7% | $87,485+59.4% |
| Participation rate | 67.3% | 73.0%-5.7pp | 79.6%-12.3pp | 68.9%-1.6pp |
| Annual return | 14.60% | 20.18%-5.6pp | 19.96%-5.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $3,365 | $2,904+15.9% | $4,577-26.5% | $2,596+29.6% |
| Participant deferral / active EE | $7,791 | $4,642+67.9% | $6,326+23.2% | $4,274+82.3% |
| Admin fee / account holder | $9,022 | $10,210-11.6% | $17,523-48.5% | $7,775+16.0% |