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 | $208,016 | $81,262+156.0% | $155,602+33.7% | $80,911+157.1% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 10.75% | 33.34%-22.6pp | 64.81%-54.1pp | 35.63%-24.9pp |
| Employer contribution / active EE | $923 | $3,102-70.3% | $4,675-80.3% | $2,756-66.5% |
| Participant deferral / active EE | $5,484 | $3,451+58.9% | $5,629-2.6% | $4,297+27.6% |
| Admin fee / account holder | $6,761 | $7,992-15.4% | $15,923-57.5% | $6,935-2.5% |