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 | $197,177 | $77,574+154.2% | $108,753+81.3% | $86,983+126.7% |
| Participation rate | 62.7% | 62.3%+0.4pp | 71.1%-8.4pp | 69.5%-6.8pp |
| Annual return | 16.01% | 18.42%-2.4pp | 37.47%-21.5pp | 25.83%-9.8pp |
| Employer contribution / active EE | $2,025 | $1,611+25.8% | $2,427-16.5% | $2,584-21.6% |
| Participant deferral / active EE | $5,353 | $3,128+71.1% | $4,115+30.1% | $4,194+27.6% |
| Admin fee / account holder | $22,311 | $6,529+241.7% | $10,320+116.2% | $7,856+184.0% |