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 | $110,084 | $87,106+26.4% | $105,607+4.2% | $80,935+36.0% |
| Participation rate | 61.2% | 70.4%-9.2pp | 75.3%-14.0pp | 67.7%-6.4pp |
| Annual return | 15.87% | 17.01%-1.1pp | 116.11%-100.2pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,496 | $2,396+4.1% | $3,167-21.2% | $2,757-9.5% |
| Participant deferral / active EE | $6,616 | $3,986+66.0% | $5,011+32.0% | $4,299+53.9% |
| Admin fee / account holder | $6,412 | $8,447-24.1% | $10,958-41.5% | $6,924-7.4% |