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 | $179,841 | $106,749+68.5% | $145,433+23.7% | $82,448+118.1% |
| Participation rate | 68.5% | 75.6%-7.1pp | 82.1%-13.6pp | 68.1%+0.5pp |
| Annual return | 14.72% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $6,083 | $3,444+76.6% | $4,554+33.6% | $2,551+138.5% |
| Participant deferral / active EE | $3,829 | $6,519-41.3% | $7,897-51.5% | $4,139-7.5% |
| Admin fee / account holder | $6,927 | $8,390-17.4% | $13,129-47.2% | $7,234-4.3% |