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 | $163,422 | $107,421+52.1% | $182,262-10.3% | $94,015+73.8% |
| Participation rate | 63.6% | 77.8%-14.1pp | 84.2%-20.6pp | 70.8%-7.2pp |
| Annual return | 21.89% | 21.32%+0.6pp | 140.60%-118.7pp | 17.84%+4.0pp |
| Employer contribution / active EE | $2,048 | $3,448-40.6% | $5,046-59.4% | $2,790-26.6% |
| Participant deferral / active EE | $8,758 | $6,558+33.6% | $8,276+5.8% | $4,249+106.1% |
| Admin fee / account holder | $2,780 | $8,692-68.0% | $16,712-83.4% | $8,951-68.9% |