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 | $191,434 | $65,367+192.9% | $92,915+106.0% | $72,976+162.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 21.18% | 42.11%-20.9pp | 109.45%-88.3pp | 81.02%-59.8pp |
| Employer contribution / active EE | $2,139 | $2,594-17.5% | $3,653-41.5% | $2,440-12.3% |
| Participant deferral / active EE | $5,645 | $3,128+80.4% | $4,238+33.2% | $3,608+56.5% |
| Admin fee / account holder | $5,794 | $4,251+36.3% | $5,7960% | $5,124+13.1% |