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 | $137,987 | $57,119+141.6% | $85,187+62.0% | $80,935+70.5% |
| Participation rate | 53.3% | 56.4%-3.1pp | 67.5%-14.2pp | 67.7%-14.3pp |
| Annual return | 70.92% | 21.70%+49.2pp | 66.67%+4.3pp | 35.66%+35.3pp |
| Employer contribution / active EE | $2,201 | $1,802+22.2% | $2,732-19.4% | $2,757-20.2% |
| Participant deferral / active EE | $3,201 | $3,115+2.8% | $4,525-29.3% | $4,299-25.6% |
| Admin fee / account holder | $4,374 | $4,990-12.3% | $6,162-29.0% | $6,924-36.8% |