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 | $227,887 | $178,174+27.9% | $156,181+45.9% | $137,256+66.0% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.8%-15.7pp | 80.0%-16.8pp |
| Annual return | 18.06% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,844 | $4,972-62.9% | $4,294-57.1% | $4,156-55.6% |
| Participant deferral / active EE | $7,179 | $6,888+4.2% | $6,132+17.1% | $6,407+12.0% |
| Admin fee / account holder | $13,756 | $17,404-21.0% | $14,586-5.7% | $12,270+12.1% |