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 | $73,787+138.4% | $98,716+78.2% | $82,448+113.4% |
| Participation rate | 68.6% | 61.4%+7.2pp | 69.3%-0.7pp | 68.1%+0.5pp |
| Annual return | 14.96% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,101 | $1,511+39.0% | $2,279-7.8% | $2,551-17.6% |
| Participant deferral / active EE | $4,045 | $3,081+31.3% | $4,048-0.1% | $4,139-2.3% |
| Admin fee / account holder | $11,632 | $6,500+79.0% | $8,703+33.7% | $7,234+60.8% |