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 | $114,424 | $45,041+154.0% | $63,003+81.6% | $70,131+63.2% |
| Participation rate | 57.1% | 69.5%-12.4pp | 74.8%-17.7pp | 69.5%-12.4pp |
| Annual return | 15.29% | 18.76%-3.5pp | 87.59%-72.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,095 | $2,052+50.8% | $2,760+12.1% | $2,342+32.1% |
| Participant deferral / active EE | $3,380 | $2,465+37.1% | $3,329+1.5% | $3,332+1.5% |
| Admin fee / account holder | $2,377 | $2,836-16.2% | $3,600-34.0% | $4,645-48.8% |