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 | $164,286 | $78,197+110.1% | $98,090+67.5% | $82,637+98.8% |
| Participation rate | 68.0% | 77.5%-9.5pp | 81.5%-13.5pp | 68.1%-0.1pp |
| Annual return | 17.22% | 40.25%-23.0pp | 37.05%-19.8pp | 53.51%-36.3pp |
| Employer contribution / active EE | $968 | $2,605-62.8% | $3,606-73.2% | $2,552-62.1% |
| Participant deferral / active EE | $8,992 | $6,636+35.5% | $7,845+14.6% | $4,126+117.9% |
| Admin fee / account holder | $2,052 | $14,832-86.2% | $11,815-82.6% | $7,339-72.0% |