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 | $71,353+130.2% | $92,805+77.0% | $86,983+88.9% |
| Participation rate | 68.0% | 80.9%-12.9pp | 83.5%-15.5pp | 69.5%-1.5pp |
| Annual return | 17.22% | 44.68%-27.5pp | 31.59%-14.4pp | 25.83%-8.6pp |
| Employer contribution / active EE | $968 | $2,468-60.8% | $3,424-71.7% | $2,584-62.6% |
| Participant deferral / active EE | $8,992 | $6,966+29.1% | $8,448+6.4% | $4,194+114.4% |
| Admin fee / account holder | $2,052 | $6,099-66.4% | $10,911-81.2% | $7,856-73.9% |