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 | $150,600 | $56,544+166.3% | $75,501+99.5% | $70,126+114.8% |
| Participation rate | 63.6% | 68.1%-4.5pp | 72.4%-8.7pp | 69.5%-5.9pp |
| Annual return | 15.67% | 23.59%-7.9pp | 27.35%-11.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,648 | $1,817-9.3% | $2,352-29.9% | $2,343-29.6% |
| Participant deferral / active EE | $6,128 | $2,580+137.6% | $3,142+95.0% | $3,332+83.9% |
| Admin fee / account holder | $19,843 | $3,827+418.5% | $5,801+242.1% | $4,645+327.1% |