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 | $191,774 | $107,809+77.9% | $97,032+97.6% | $155,188+23.6% |
| Participation rate | 20.0% | 75.5%-55.5pp | 71.6%-51.6pp | 80.8%-60.8pp |
| Annual return | 12.40% | 38.06%-25.7pp | 35.38%-23.0pp | 148.84%-136.4pp |
| Employer contribution / active EE | $4,730 | $2,911+62.5% | $2,629+79.9% | $4,248+11.3% |
| Participant deferral / active EE | $10,469 | $5,129+104.1% | $4,672+124.1% | $6,531+60.3% |
| Admin fee / account holder | $1,832 | $10,717-82.9% | $9,418-80.6% | $14,480-87.3% |