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 | $92,906 | $51,202+81.4% | $70,548+31.7% | $75,181+23.6% |
| Participation rate | 64.3% | 61.0%+3.3pp | 68.3%-4.1pp | 67.2%-2.9pp |
| Annual return | 16.52% | 30.05%-13.5pp | 32.78%-16.3pp | 160.69%-144.2pp |
| Employer contribution / active EE | $2,314 | $1,827+26.7% | $2,975-22.2% | $2,671-13.4% |
| Participant deferral / active EE | $5,069 | $2,850+77.9% | $4,567+11.0% | $4,126+22.9% |
| Admin fee / account holder | $1,819 | $4,094-55.6% | $6,424-71.7% | $5,650-67.8% |