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 | $191,808 | $80,992+136.8% | $96,534+98.7% | $75,173+155.2% |
| Participation rate | 62.3% | 71.8%-9.5pp | 76.0%-13.7pp | 67.2%-4.9pp |
| Annual return | 13.85% | 27.05%-13.2pp | 25.88%-12.0pp | 160.72%-146.9pp |
| Employer contribution / active EE | $2,330 | $2,283+2.1% | $2,965-21.4% | $2,671-12.8% |
| Participant deferral / active EE | $5,319 | $3,929+35.4% | $4,851+9.6% | $4,126+28.9% |
| Admin fee / account holder | $6,831 | $6,717+1.7% | $8,253-17.2% | $5,651+20.9% |