Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $100,716 | $95,084+5.9% | $140,514-28.3% | $69,733+44.4% |
| Participation rate | 57.7% | 68.7%-11.0pp | 77.8%-20.1pp | 62.5%-4.8pp |
| Annual return | 16.51% | 18.56%-2.0pp | 14.36%+2.2pp | 15.22%+1.3pp |
| Employer contribution / active EE | $1,503 | $2,405-37.5% | $3,378-55.5% | $2,250-33.2% |
| Participant deferral / active EE | $2,800 | $3,868-27.6% | $4,919-43.1% | $3,054-8.3% |
| Admin fee / account holder | $6,629 | $4,885+35.7% | $13,697-51.6% | $3,102+113.7% |