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 | $126,903 | $71,197+78.2% | $93,669+35.5% | $80,925+56.8% |
| Participation rate | 67.9% | 60.4%+7.5pp | 68.7%-0.9pp | 67.7%+0.2pp |
| Annual return | 15.85% | 11.27%+4.6pp | 133.59%-117.7pp | 35.65%-19.8pp |
| Employer contribution / active EE | $1,877 | $1,565+19.9% | $2,424-22.6% | $2,756-31.9% |
| Participant deferral / active EE | $3,139 | $4,036-22.2% | $4,416-28.9% | $4,299-27.0% |
| Admin fee / account holder | $16,672 | $6,959+139.6% | $8,291+101.1% | $6,940+140.2% |