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 | $154,247 | $85,766+79.8% | $136,298+13.2% | $70,126+120.0% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 15.28% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,142 | $2,966-27.8% | $4,696-54.4% | $2,343-8.6% |
| Participant deferral / active EE | $5,262 | $5,051+4.2% | $6,247-15.8% | $3,332+57.9% |
| Admin fee / account holder | $5,806 | $5,421+7.1% | $9,244-37.2% | $4,645+25.0% |