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 | $198,297 | $88,672+123.6% | $105,223+88.5% | $82,448+140.5% |
| Participation rate | 57.5% | 67.9%-10.4pp | 75.0%-17.5pp | 68.1%-10.6pp |
| Annual return | 15.47% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,509 | $3,048-50.5% | $3,689-59.1% | $2,551-40.9% |
| Participant deferral / active EE | $5,225 | $4,036+29.5% | $5,072+3.0% | $4,139+26.2% |
| Admin fee / account holder | $8,560 | $7,146+19.8% | $8,859-3.4% | $7,234+18.3% |