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 | $126,665 | $199,109-36.4% | $173,730-27.1% | $154,746-18.1% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.6%-25.7pp | 80.7%-26.9pp |
| Annual return | 15.28% | 20.02%-4.7pp | 19.96%-4.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,600 | $5,311-32.2% | $4,577-21.3% | $4,379-17.8% |
| Participant deferral / active EE | $8,110 | $7,113+14.0% | $6,326+28.2% | $6,730+20.5% |
| Admin fee / account holder | $25,027 | $20,916+19.7% | $17,523+42.8% | $14,365+74.2% |