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 | $111,829 | $81,457+37.3% | $103,378+8.2% | $80,911+38.2% |
| Participation rate | 55.2% | 66.8%-11.7pp | 74.5%-19.3pp | 67.6%-12.5pp |
| Annual return | 12.90% | 25.58%-12.7pp | 24.91%-12.0pp | 35.63%-22.7pp |
| Employer contribution / active EE | $2,255 | $3,107-27.4% | $3,870-41.7% | $2,756-18.2% |
| Participant deferral / active EE | $4,966 | $3,871+28.3% | $5,058-1.8% | $4,297+15.6% |
| Admin fee / account holder | $6,522 | $6,717-2.9% | $8,401-22.4% | $6,935-5.9% |