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 | $181,758 | $138,312+31.4% | $122,979+47.8% | $155,188+17.1% |
| Participation rate | 63.2% | 80.2%-17.0pp | 77.2%-14.0pp | 80.8%-17.6pp |
| Annual return | 14.78% | 22.06%-7.3pp | 20.12%-5.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,485 | $3,530-57.9% | $3,062-51.5% | $4,248-65.0% |
| Participant deferral / active EE | $3,553 | $5,592-36.5% | $5,003-29.0% | $6,531-45.6% |
| Admin fee / account holder | $7,715 | $15,089-48.9% | $12,864-40.0% | $14,480-46.7% |