Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $180,034 | $80,983+122.3% | $96,544+86.5% | $75,177+139.5% |
| Participation rate | 65.8% | 71.8%-6.0pp | 76.0%-10.2pp | 67.2%-1.4pp |
| Annual return | 13.51% | 27.05%-13.5pp | 25.88%-12.4pp | 160.75%-147.2pp |
| Employer contribution / active EE | $3,476 | $2,282+52.3% | $2,966+17.2% | $2,671+30.1% |
| Participant deferral / active EE | $9,746 | $3,929+148.1% | $4,851+100.9% | $4,126+136.2% |
| Admin fee / account holder | $4,056 | $6,717-39.6% | $8,254-50.9% | $5,651-28.2% |