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 | $164,524 | $147,594+11.5% | $121,871+35.0% | $198,609-17.2% |
| Participation rate | 61.1% | 78.0%-16.8pp | 73.2%-12.1pp | 82.4%-21.3pp |
| Annual return | 14.38% | 12.94%+1.4pp | 13.57%+0.8pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,348 | $3,007-55.2% | $2,731-50.6% | $5,055-73.3% |
| Participant deferral / active EE | $4,342 | $5,168-16.0% | $4,318+0.5% | $6,977-37.8% |
| Admin fee / account holder | $3,429 | $15,134-77.3% | $11,551-70.3% | $19,030-82.0% |