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 | $182,300 | $41,016+344.5% | $152,093+19.9% | $64,097+184.4% |
| Participation rate | 45.8% | 51.3%-5.6pp | 77.8%-32.0pp | 55.2%-9.4pp |
| Annual return | 15.07% | 39.60%-24.5pp | 66.36%-51.3pp | 34.64%-19.6pp |
| Employer contribution / active EE | $999 | $1,342-25.6% | $4,175-76.1% | $1,891-47.2% |
| Participant deferral / active EE | $3,095 | $1,927+60.6% | $5,451-43.2% | $3,080+0.5% |
| Admin fee / account holder | $4,825 | $2,305+109.3% | $14,497-66.7% | $3,454+39.7% |