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 | $156,354 | $102,938+51.9% | $94,105+66.1% | $138,895+12.6% |
| Participation rate | 60.9% | 74.6%-13.8pp | 71.9%-11.1pp | 79.9%-19.0pp |
| Annual return | 10.73% | 250.28%-239.6pp | 204.55%-193.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,626 | $2,732-40.5% | $2,504-35.1% | $4,194-61.2% |
| Participant deferral / active EE | $4,365 | $4,196+4.0% | $3,881+12.5% | $6,396-31.8% |
| Admin fee / account holder | $7,753 | $6,600+17.5% | $6,199+25.1% | $12,562-38.3% |