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 | $97,746 | $67,602+44.6% | $82,312+18.8% | $70,126+39.4% |
| Participation rate | 61.9% | 72.8%-10.9pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 12.38% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $388 | $1,755-77.9% | $2,428-84.0% | $2,343-83.4% |
| Participant deferral / active EE | $4,476 | $2,987+49.8% | $3,706+20.8% | $3,332+34.3% |
| Admin fee / account holder | $11,774 | $4,512+161.0% | $5,608+110.0% | $4,645+153.5% |