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 | $126,333 | $87,132+45.0% | $105,624+19.6% | $80,959+56.0% |
| Participation rate | 55.7% | 70.4%-14.7pp | 75.3%-19.6pp | 67.7%-12.0pp |
| Annual return | 19.70% | 17.03%+2.7pp | 116.20%-96.5pp | 35.67%-16.0pp |
| Employer contribution / active EE | $3,369 | $2,397+40.6% | $3,168+6.4% | $2,757+22.2% |
| Participant deferral / active EE | $5,899 | $3,985+48.0% | $5,013+17.7% | $4,300+37.2% |
| Admin fee / account holder | $36,919 | $8,449+337.0% | $10,961+236.8% | $6,925+433.1% |