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 | $184,094 | $106,280+73.2% | $96,538+90.7% | $139,487+32.0% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 17.71% | 38.48%-20.8pp | 35.74%-18.0pp | 373.84%-356.1pp |
| Employer contribution / active EE | $4,027 | $4,107-2.0% | $3,740+7.7% | $4,755-15.3% |
| Participant deferral / active EE | $6,525 | $5,457+19.6% | $4,880+33.7% | $6,713-2.8% |
| Admin fee / account holder | $12,159 | $7,888+54.2% | $6,737+80.5% | $11,407+6.6% |