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 | $98,420 | $65,034+51.3% | $90,970+8.2% | $79,856+23.2% |
| Participation rate | 65.4% | 61.6%+3.8pp | 69.0%-3.6pp | 69.6%-4.3pp |
| Annual return | 24.40% | 30.45%-6.1pp | 134.60%-110.2pp | 31.71%-7.3pp |
| Employer contribution / active EE | $881 | $1,247-29.4% | $2,122-58.5% | $2,471-64.3% |
| Participant deferral / active EE | $2,926 | $2,512+16.5% | $3,373-13.3% | $3,741-21.8% |
| Admin fee / account holder | $19,288 | $4,536+325.2% | $5,961+223.6% | $5,306+263.5% |