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 | $202,243 | $89,259+126.6% | $107,187+88.7% | $82,637+144.7% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 19.73% | 21.02%-1.3pp | 204.55%-184.8pp | 53.51%-33.8pp |
| Employer contribution / active EE | $2,684 | $3,080-12.8% | $3,782-29.0% | $2,552+5.2% |
| Participant deferral / active EE | $6,557 | $4,037+62.4% | $5,096+28.7% | $4,126+58.9% |
| Admin fee / account holder | $6,188 | $7,381-16.2% | $9,162-32.5% | $7,339-15.7% |