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 | $156,394 | $86,940+79.9% | $102,434+52.7% | $80,935+93.2% |
| Participation rate | 68.3% | 72.4%-4.1pp | 76.5%-8.2pp | 67.7%+0.6pp |
| Annual return | 15.28% | 18.89%-3.6pp | 29.46%-14.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,591 | $2,370-32.8% | $3,023-47.4% | $2,757-42.3% |
| Participant deferral / active EE | $2,837 | $4,121-31.2% | $5,055-43.9% | $4,299-34.0% |
| Admin fee / account holder | $10,502 | $8,047+30.5% | $9,462+11.0% | $6,924+51.7% |