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 | $208,974 | $136,860+52.7% | $120,344+73.6% | $154,746+35.0% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 14.75% | 21.38%-6.6pp | 20.30%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,756 | $3,533-50.3% | $3,020-41.9% | $4,379-59.9% |
| Participant deferral / active EE | $7,293 | $5,793+25.9% | $5,135+42.0% | $6,730+8.4% |
| Admin fee / account holder | $8,585 | $15,393-44.2% | $12,742-32.6% | $14,365-40.2% |