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 | $243,235 | $185,312+31.3% | $161,489+50.6% | $154,746+57.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 12.19% | 103.84%-91.6pp | 89.72%-77.5pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,786 | $4,769-62.5% | $4,268-58.1% | $4,379-59.2% |
| Participant deferral / active EE | $10,198 | $6,350+60.6% | $5,630+81.1% | $6,730+51.5% |
| Admin fee / account holder | $15,583 | $18,654-16.5% | $16,006-2.6% | $14,365+8.5% |