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 | $188,120 | $89,367+110.5% | $141,191+33.2% | $72,975+157.8% |
| Participation rate | 53.5% | 75.1%-21.6pp | 82.5%-29.0pp | 69.5%-16.0pp |
| Annual return | 23.83% | 111.87%-88.0pp | 71.41%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,443 | $3,115-53.7% | $4,736-69.5% | $2,440-40.9% |
| Participant deferral / active EE | $4,839 | $5,419-10.7% | $6,710-27.9% | $3,608+34.1% |
| Admin fee / account holder | $6,253 | $5,957+5.0% | $10,264-39.1% | $5,124+22.0% |