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 | $177,119 | $67,894+160.9% | $89,340+98.3% | $82,448+114.8% |
| Participation rate | 69.0% | 64.0%+5.0pp | 69.6%-0.5pp | 68.1%+1.0pp |
| Annual return | 14.24% | 19.21%-5.0pp | 20.57%-6.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $4,323 | $1,828+136.5% | $2,231+93.7% | $2,551+69.5% |
| Participant deferral / active EE | $6,284 | $3,072+104.5% | $3,823+64.4% | $4,139+51.8% |
| Admin fee / account holder | $4,169 | $5,723-27.2% | $6,704-37.8% | $7,234-42.4% |