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 | $103,374 | $73,787+40.1% | $98,716+4.7% | $82,448+25.4% |
| Participation rate | 55.7% | 61.4%-5.7pp | 69.3%-13.6pp | 68.1%-12.3pp |
| Annual return | 14.00% | 18.57%-4.6pp | 31.81%-17.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,266 | $1,511-16.2% | $2,279-44.4% | $2,551-50.4% |
| Participant deferral / active EE | $2,853 | $3,081-7.4% | $4,048-29.5% | $4,139-31.1% |
| Admin fee / account holder | $3,999 | $6,500-38.5% | $8,703-54.0% | $7,234-44.7% |