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 | $214,337 | $154,228+39.0% | $145,433+47.4% | $137,256+56.2% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 14.72% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,007 | $4,804-16.6% | $4,554-12.0% | $4,156-3.6% |
| Participant deferral / active EE | $10,193 | $8,216+24.1% | $7,897+29.1% | $6,407+59.1% |
| Admin fee / account holder | $53,137 | $14,344+270.5% | $13,129+304.7% | $12,270+333.1% |