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 | $171,394 | $110,137+55.6% | $161,149+6.4% | $82,637+107.4% |
| Participation rate | 58.8% | 72.4%-13.5pp | 78.8%-20.0pp | 68.1%-9.2pp |
| Annual return | 18.29% | 20.69%-2.4pp | 21.16%-2.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,178 | $2,856-58.8% | $4,360-73.0% | $2,552-53.9% |
| Participant deferral / active EE | $5,044 | $4,575+10.3% | $6,153-18.0% | $4,126+22.2% |
| Admin fee / account holder | $5,276 | $9,467-44.3% | $15,194-65.3% | $7,339-28.1% |