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 | $131,670 | $58,627+124.6% | $76,735+71.6% | $82,448+59.7% |
| Participation rate | 69.5% | 63.2%+6.3pp | 69.5%0pp | 68.1%+1.4pp |
| Annual return | 16.46% | 39.10%-22.6pp | 29.77%-13.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,508 | $1,729-12.8% | $2,454-38.6% | $2,551-40.9% |
| Participant deferral / active EE | $6,018 | $3,134+92.1% | $4,088+47.2% | $4,139+45.4% |
| Admin fee / account holder | $6,999 | $5,323+31.5% | $7,189-2.6% | $7,234-3.3% |