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 | $182,572 | $78,670+132.1% | $109,173+67.2% | $85,847+112.7% |
| Participation rate | 38.7% | 68.3%-29.6pp | 75.9%-37.2pp | 69.3%-30.6pp |
| Annual return | 15.82% | 25.09%-9.3pp | 25.75%-9.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $2,539 | $2,734-7.1% | $3,723-31.8% | $2,565-1.0% |
| Participant deferral / active EE | $2,860 | $3,467-17.5% | $4,654-38.5% | $3,952-27.6% |
| Admin fee / account holder | $999 | $5,469-81.7% | $6,755-85.2% | $6,261-84.0% |