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 | $80,674+101.2% | $119,126+36.3% | $64,340+152.3% |
| Participation rate | 63.3% | 55.2%+8.1pp | 75.8%-12.5pp | 55.2%+8.0pp |
| Annual return | 28.19% | 26.86%+1.3pp | 282.11%-253.9pp | 24.14%+4.0pp |
| Employer contribution / active EE | $3,138 | $2,564+22.4% | $4,034-22.2% | $1,862+68.6% |
| Participant deferral / active EE | $4,244 | $3,053+39.0% | $5,318-20.2% | $2,980+42.4% |
| Admin fee / account holder | $3,706 | $4,559-18.7% | $10,693-65.3% | $3,703+0.1% |