Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $209,735 | $185,312+13.2% | $161,489+29.9% | $154,746+35.5% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 23.26% | 103.84%-80.6pp | 89.72%-66.5pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,480 | $4,769-69.0% | $4,268-65.3% | $4,379-66.2% |
| Participant deferral / active EE | $5,585 | $6,350-12.0% | $5,630-0.8% | $6,730-17.0% |
| Admin fee / account holder | $1,722 | $18,654-90.8% | $16,006-89.2% | $14,365-88.0% |