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 | $167,933 | $71,872+133.7% | $86,691+93.7% | $68,495+145.2% |
| Participation rate | 65.7% | 72.2%-6.5pp | 76.6%-10.9pp | 67.9%-2.2pp |
| Annual return | 6.42% | 3.53%+2.9pp | 35.94%-29.5pp | -7.84%+14.3pp |
| Employer contribution / active EE | $1,630 | $2,173-25.0% | $2,837-42.5% | $2,596-37.2% |
| Participant deferral / active EE | $2,540 | $3,779-32.8% | $4,656-45.4% | $4,028-36.9% |
| Admin fee / account holder | $29,944 | $6,112+389.9% | $7,492+299.7% | $5,403+454.2% |