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 | $177,661 | $81,262+118.6% | $155,602+14.2% | $80,911+119.6% |
| Participation rate | 47.3% | 66.2%-19.0pp | 78.2%-30.9pp | 67.6%-20.4pp |
| Annual return | 11.17% | 33.34%-22.2pp | 64.81%-53.6pp | 35.63%-24.5pp |
| Employer contribution / active EE | $2,301 | $3,102-25.8% | $4,675-50.8% | $2,756-16.5% |
| Participant deferral / active EE | $6,439 | $3,451+86.6% | $5,629+14.4% | $4,297+49.9% |
| Admin fee / account holder | $2,746 | $7,992-65.6% | $15,923-82.8% | $6,935-60.4% |