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 | $196,587 | $181,896+8.1% | $156,551+25.6% | $273,972-28.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 6.34% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $9,342 | $6,248+49.5% | $5,501+69.8% | $4,869+91.9% |
| Participant deferral / active EE | $7,560 | $5,550+36.2% | $4,871+55.2% | $5,287+43.0% |
| Admin fee / account holder | $1,360 | $15,560-91.3% | $13,028-89.6% | $10,133-86.6% |