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 | $183,620 | $154,159+19.1% | $130,026+41.2% | $139,456+31.7% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 16.15% | 32.50%-16.4pp | -137.26%+153.4pp | 373.45%-357.3pp |
| Employer contribution / active EE | $4,198 | $5,292-20.7% | $4,321-2.9% | $4,753-11.7% |
| Participant deferral / active EE | $9,487 | $6,710+41.4% | $5,821+63.0% | $6,711+41.4% |
| Admin fee / account holder | $34,793 | $14,001+148.5% | $10,608+228.0% | $11,407+205.0% |