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 | $148,056 | $86,940+70.3% | $102,434+44.5% | $80,935+82.9% |
| Participation rate | 41.0% | 72.4%-31.4pp | 76.5%-35.5pp | 67.7%-26.6pp |
| Annual return | 15.11% | 18.89%-3.8pp | 29.46%-14.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,468 | $2,370+4.2% | $3,023-18.4% | $2,757-10.5% |
| Participant deferral / active EE | $5,053 | $4,121+22.6% | $5,0550% | $4,299+17.5% |
| Admin fee / account holder | $2,714 | $8,047-66.3% | $9,462-71.3% | $6,924-60.8% |