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 | $163,059 | $95,453+70.8% | $112,040+45.5% | $82,448+97.8% |
| Participation rate | 59.3% | 72.8%-13.4pp | 76.5%-17.2pp | 68.1%-8.7pp |
| Annual return | 14.91% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,965 | $2,318-15.2% | $2,954-33.5% | $2,551-23.0% |
| Participant deferral / active EE | $4,341 | $4,224+2.8% | $5,098-14.8% | $4,139+4.9% |
| Admin fee / account holder | $16,800 | $9,013+86.4% | $12,098+38.9% | $7,234+132.2% |