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 | $158,008 | $52,580+200.5% | $71,671+120.5% | $70,126+125.3% |
| Participation rate | 63.0% | 60.9%+2.1pp | 68.7%-5.8pp | 69.5%-6.6pp |
| Annual return | 18.41% | 20.25%-1.8pp | 20.65%-2.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $5,657 | $1,616+250.1% | $2,460+130.0% | $2,343+141.5% |
| Participant deferral / active EE | $5,657 | $2,386+137.1% | $3,438+64.6% | $3,332+69.8% |
| Admin fee / account holder | $866 | $3,653-76.3% | $5,558-84.4% | $4,645-81.3% |