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 | $115,582 | $63,365+82.4% | $91,994+25.6% | $72,976+58.4% |
| Participation rate | 69.2% | 72.5%-3.3pp | 78.6%-9.4pp | 69.5%-0.3pp |
| Annual return | 61.10% | 35.35%+25.8pp | 69.04%-7.9pp | 81.02%-19.9pp |
| Employer contribution / active EE | $3,665 | $2,116+73.2% | $3,453+6.1% | $2,440+50.2% |
| Participant deferral / active EE | $8,322 | $4,883+70.4% | $5,924+40.5% | $3,608+130.7% |
| Admin fee / account holder | $1,126 | $4,670-75.9% | $7,744-85.5% | $5,124-78.0% |