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 | $159,466 | $57,590+176.9% | $86,233+84.9% | $82,448+93.4% |
| Participation rate | 57.7% | 57.9%-0.2pp | 69.0%-11.3pp | 68.1%-10.4pp |
| Annual return | 15.69% | 22.41%-6.7pp | 61.39%-45.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,171 | $1,655+91.6% | $2,504+26.6% | $2,551+24.3% |
| Participant deferral / active EE | $5,144 | $3,080+67.0% | $4,559+12.8% | $4,139+24.3% |
| Admin fee / account holder | $18,775 | $4,730+296.9% | $8,342+125.1% | $7,234+159.5% |