Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,288 | $71,208+39.4% | $93,681+6.0% | $80,911+22.7% |
| Participation rate | 67.7% | 60.4%+7.3pp | 68.7%-1.0pp | 67.6%+0.1pp |
| Annual return | 11.97% | 11.27%+0.7pp | 133.47%-121.5pp | 35.63%-23.7pp |
| Employer contribution / active EE | $2,007 | $1,564+28.3% | $2,422-17.1% | $2,756-27.2% |
| Participant deferral / active EE | $5,071 | $4,035+25.7% | $4,415+14.8% | $4,297+18.0% |
| Admin fee / account holder | $5,515 | $6,951-20.7% | $8,290-33.5% | $6,935-20.5% |