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 | $181,190 | $51,222+253.7% | $70,544+156.8% | $75,173+141.0% |
| Participation rate | 47.5% | 61.0%-13.5pp | 68.4%-20.9pp | 67.2%-19.7pp |
| Annual return | 17.04% | 30.06%-13.0pp | 32.79%-15.7pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,827 | $1,8270% | $2,976-38.6% | $2,671-31.6% |
| Participant deferral / active EE | $3,650 | $2,850+28.1% | $4,568-20.1% | $4,126-11.5% |
| Admin fee / account holder | $5,742 | $4,096+40.2% | $6,427-10.7% | $5,651+1.6% |