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 | $228,098 | $209,336+9.0% | $197,124+15.7% | $137,256+66.2% |
| Participation rate | 64.3% | 87.3%-23.0pp | 86.7%-22.4pp | 80.0%-15.7pp |
| Annual return | 17.80% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,774 | $6,591-57.9% | $6,227-55.5% | $4,156-33.3% |
| Participant deferral / active EE | $8,963 | $9,614-6.8% | $9,135-1.9% | $6,407+39.9% |
| Admin fee / account holder | $6,301 | $17,308-63.6% | $16,298-61.3% | $12,270-48.6% |