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 | $108,572 | $70,430+54.2% | $96,572+12.4% | $85,851+26.5% |
| Participation rate | 63.0% | 61.8%+1.2pp | 69.8%-6.8pp | 69.3%-6.3pp |
| Annual return | 12.49% | 18.58%-6.1pp | 37.79%-25.3pp | 318.63%-306.1pp |
| Employer contribution / active EE | $1,239 | $1,413-12.4% | $2,357-47.5% | $2,565-51.7% |
| Participant deferral / active EE | $3,983 | $2,894+37.6% | $3,850+3.5% | $3,952+0.8% |
| Admin fee / account holder | $2,819 | $4,996-43.6% | $6,183-54.4% | $6,261-55.0% |