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 | $109,915 | $76,551+43.6% | $123,894-11.3% | $62,881+74.8% |
| Participation rate | 67.2% | 73.0%-5.8pp | 81.4%-14.2pp | 69.3%-2.1pp |
| Annual return | 7.32% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,712 | $2,882-5.9% | $4,617-41.3% | $2,281+18.9% |
| Participant deferral / active EE | $3,926 | $4,840-18.9% | $5,984-34.4% | $3,203+22.6% |
| Admin fee / account holder | $29,022 | $4,826+501.4% | $8,357+247.3% | $4,296+575.6% |