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 | $175,943 | $76,834+129.0% | $108,359+62.4% | $87,485+101.1% |
| Participation rate | 68.6% | 61.7%+6.8pp | 70.1%-1.6pp | 68.9%-0.4pp |
| Annual return | 14.96% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,101 | $1,556+35.0% | $2,399-12.4% | $2,596-19.1% |
| Participant deferral / active EE | $4,045 | $3,100+30.5% | $4,137-2.2% | $4,274-5.4% |
| Admin fee / account holder | $11,632 | $6,537+77.9% | $9,741+19.4% | $7,775+49.6% |