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 | $113,747 | $115,225-1.3% | $100,712+12.9% | $138,895-18.1% |
| Participation rate | 65.0% | 74.3%-9.3pp | 69.3%-4.3pp | 79.9%-14.9pp |
| Annual return | 11.51% | 40.35%-28.8pp | 33.27%-21.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,464 | $2,771-11.1% | $2,313+6.5% | $4,194-41.3% |
| Participant deferral / active EE | $6,734 | $4,699+43.3% | $4,085+64.8% | $6,396+5.3% |
| Admin fee / account holder | $12,745 | $10,844+17.5% | $9,256+37.7% | $12,562+1.5% |