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 | $157,821 | $67,606+133.4% | $82,313+91.7% | $70,131+125.0% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.9%-9.5pp | 69.5%-2.2pp |
| Annual return | 15.45% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,394 | $1,755+36.4% | $2,428-1.4% | $2,342+2.2% |
| Participant deferral / active EE | $5,588 | $2,987+87.1% | $3,706+50.8% | $3,332+67.7% |
| Admin fee / account holder | $2,159 | $4,512-52.1% | $5,608-61.5% | $4,645-53.5% |