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 | $197,526 | $114,712+72.2% | $173,730+13.7% | $87,485+125.8% |
| Participation rate | 65.6% | 73.0%-7.4pp | 79.6%-14.0pp | 68.9%-3.4pp |
| Annual return | 19.18% | 20.18%-1.0pp | 19.96%-0.8pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,980 | $2,904-31.8% | $4,577-56.7% | $2,596-23.7% |
| Participant deferral / active EE | $5,274 | $4,642+13.6% | $6,326-16.6% | $4,274+23.4% |
| Admin fee / account holder | $649 | $10,210-93.6% | $17,523-96.3% | $7,775-91.6% |