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 | $79,894+154.4% | $135,792+49.6% | $82,637+145.9% |
| Participation rate | 67.5% | 63.0%+4.5pp | 72.6%-5.1pp | 68.1%-0.6pp |
| Annual return | 17.87% | 17.20%+0.7pp | 25.96%-8.1pp | 53.51%-35.6pp |
| Employer contribution / active EE | $7,365 | $2,165+240.2% | $3,496+110.7% | $2,552+188.6% |
| Participant deferral / active EE | $9,518 | $3,194+198.0% | $4,759+100.0% | $4,126+130.7% |
| Admin fee / account holder | $8,711 | $6,434+35.4% | $12,266-29.0% | $7,339+18.7% |