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 | $155,689 | $97,550+59.6% | $120,344+29.4% | $87,485+78.0% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.7%-13.7pp | 68.9%-5.9pp |
| Annual return | 14.17% | 18.41%-4.2pp | 20.30%-6.1pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,072 | $2,291-9.6% | $3,020-31.4% | $2,596-20.2% |
| Participant deferral / active EE | $5,078 | $4,230+20.1% | $5,135-1.1% | $4,274+18.8% |
| Admin fee / account holder | $24,394 | $9,543+155.6% | $12,742+91.5% | $7,775+213.8% |