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 | $112,642 | $83,485+34.9% | $125,180-10.0% | $72,983+54.3% |
| Participation rate | 67.9% | 73.3%-5.4pp | 79.8%-11.9pp | 69.5%-1.6pp |
| Annual return | 19.31% | 25.78%-6.5pp | 43.79%-24.5pp | 81.01%-61.7pp |
| Employer contribution / active EE | $2,516 | $2,346+7.3% | $3,866-34.9% | $2,440+3.1% |
| Participant deferral / active EE | $5,909 | $3,586+64.8% | $4,937+19.7% | $3,608+63.8% |
| Admin fee / account holder | $23,794 | $5,518+331.2% | $9,703+145.2% | $5,124+364.4% |