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 | $154,333 | $147,556+4.6% | $129,031+19.6% | $198,609-22.3% |
| Participation rate | 62.5% | 77.2%-14.7pp | 73.4%-10.9pp | 82.4%-19.9pp |
| Annual return | 18.23% | 37.41%-19.2pp | 34.67%-16.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $686 | $3,645-81.2% | $3,226-78.7% | $5,055-86.4% |
| Participant deferral / active EE | $3,626 | $5,760-37.0% | $5,217-30.5% | $6,977-48.0% |
| Admin fee / account holder | $13,555 | $15,467-12.4% | $13,208+2.6% | $19,030-28.8% |