Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $95,202 | $77,472+22.9% | $100,415-5.2% | $80,959+17.6% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.9pp | 67.7%-1.0pp |
| Annual return | 15.16% | 37.26%-22.1pp | 49.47%-34.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $4,262 | $2,800+52.2% | $3,943+8.1% | $2,757+54.6% |
| Participant deferral / active EE | $10,038 | $6,818+47.2% | $8,091+24.1% | $4,300+133.4% |
| Admin fee / account holder | $17,727 | $5,885+201.2% | $7,906+124.2% | $6,925+156.0% |