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 | $115,293 | $63,365+81.9% | $91,994+25.3% | $72,976+58.0% |
| Participation rate | 63.0% | 72.5%-9.5pp | 78.6%-15.7pp | 69.5%-6.5pp |
| Annual return | 20.36% | 35.35%-15.0pp | 69.04%-48.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $4,179 | $2,116+97.5% | $3,453+21.0% | $2,440+71.3% |
| Participant deferral / active EE | $10,094 | $4,883+106.7% | $5,924+70.4% | $3,608+179.8% |
| Admin fee / account holder | $16,149 | $4,670+245.8% | $7,744+108.5% | $5,124+215.2% |