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 | $203,211 | $77,896+160.9% | $134,172+51.5% | $82,448+146.5% |
| Participation rate | 67.5% | 62.8%+4.7pp | 72.5%-5.0pp | 68.1%-0.6pp |
| Annual return | 17.87% | 18.21%-0.3pp | 25.30%-7.4pp | 41.64%-23.8pp |
| Employer contribution / active EE | $7,365 | $2,159+241.1% | $3,420+115.4% | $2,551+188.7% |
| Participant deferral / active EE | $9,518 | $3,162+201.0% | $4,690+102.9% | $4,139+129.9% |
| Admin fee / account holder | $8,711 | $6,336+37.5% | $12,016-27.5% | $7,234+20.4% |