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 | $140,508 | $115,225+21.9% | $100,712+39.5% | $138,895+1.2% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 11.27% | 40.35%-29.1pp | 33.27%-22.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,451 | $2,771-47.7% | $2,313-37.3% | $4,194-65.4% |
| Participant deferral / active EE | $6,830 | $4,699+45.3% | $4,085+67.2% | $6,396+6.8% |
| Admin fee / account holder | $4,437 | $10,844-59.1% | $9,256-52.1% | $12,562-64.7% |