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 | $245,229 | $185,312+32.3% | $161,489+51.9% | $154,746+58.5% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 19.42% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,296 | $4,769-51.9% | $4,268-46.2% | $4,379-47.6% |
| Participant deferral / active EE | $8,500 | $6,350+33.9% | $5,630+51.0% | $6,730+26.3% |
| Admin fee / account holder | $4,566 | $18,654-75.5% | $16,006-71.5% | $14,365-68.2% |