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 | $212,104 | $106,749+98.7% | $145,433+45.8% | $82,448+157.3% |
| Participation rate | 56.8% | 75.6%-18.9pp | 82.1%-25.4pp | 68.1%-11.3pp |
| Annual return | 20.11% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,691 | $3,444+7.2% | $4,554-19.0% | $2,551+44.7% |
| Participant deferral / active EE | $7,685 | $6,519+17.9% | $7,897-2.7% | $4,139+85.7% |
| Admin fee / account holder | $6,721 | $8,390-19.9% | $13,129-48.8% | $7,234-7.1% |