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 | $162,339 | $90,170+80.0% | $150,734+7.7% | $69,733+132.8% |
| Participation rate | 63.3% | 60.2%+3.0pp | 78.4%-15.2pp | 62.5%+0.8pp |
| Annual return | 28.19% | 16.56%+11.6pp | 600.81%-572.6pp | 15.22%+13.0pp |
| Employer contribution / active EE | $3,138 | $3,428-8.5% | $4,918-36.2% | $2,250+39.4% |
| Participant deferral / active EE | $4,244 | $3,086+37.5% | $5,610-24.3% | $3,054+39.0% |
| Admin fee / account holder | $3,706 | $4,600-19.4% | $14,905-75.1% | $3,102+19.5% |