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 | $177,885 | $53,837+230.4% | $75,714+134.9% | $85,847+107.2% |
| Participation rate | 68.8% | 69.1%-0.3pp | 74.8%-6.1pp | 69.3%-0.6pp |
| Annual return | 18.15% | 24.54%-6.4pp | 104.62%-86.5pp | 318.61%-300.5pp |
| Employer contribution / active EE | $2,480 | $2,017+22.9% | $2,744-9.6% | $2,565-3.3% |
| Participant deferral / active EE | $4,088 | $2,895+41.2% | $3,820+7.0% | $3,952+3.4% |
| Admin fee / account holder | $381 | $3,339-88.6% | $3,619-89.5% | $6,261-93.9% |