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 | $228,319 | $86,938+162.6% | $102,423+122.9% | $80,925+182.1% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.9pp | 67.7%0pp |
| Annual return | 14.02% | 18.89%-4.9pp | 29.42%-15.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $3,691 | $2,369+55.8% | $3,023+22.1% | $2,756+33.9% |
| Participant deferral / active EE | $6,927 | $4,120+68.1% | $5,054+37.1% | $4,299+61.2% |
| Admin fee / account holder | $7,885 | $8,053-2.1% | $9,455-16.6% | $6,940+13.6% |