Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $214,542 | $95,453+124.8% | $112,040+91.5% | $82,448+160.2% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.5%-7.5pp | 68.1%+0.9pp |
| Annual return | 15.57% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,545 | $2,318+53.0% | $2,954+20.0% | $2,551+39.0% |
| Participant deferral / active EE | $11,423 | $4,224+170.4% | $5,098+124.1% | $4,139+176.0% |
| Admin fee / account holder | $12,524 | $9,013+38.9% | $12,098+3.5% | $7,234+73.1% |