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 | $186,294 | $174,379+6.8% | $152,093+22.5% | $138,895+34.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 18.19% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $6,122 | $4,652+31.6% | $4,175+46.7% | $4,194+46.0% |
| Participant deferral / active EE | $6,690 | $6,159+8.6% | $5,451+22.7% | $6,396+4.6% |
| Admin fee / account holder | $2,641 | $16,880-84.4% | $14,497-81.8% | $12,562-79.0% |