Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $186,076 | $76,407+143.5% | $150,298+23.8% | $82,448+125.7% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 26.00% | 39.99%-14.0pp | 62.79%-36.8pp | 41.64%-15.6pp |
| Employer contribution / active EE | $1,350 | $2,614-48.4% | $4,154-67.5% | $2,551-47.1% |
| Participant deferral / active EE | $6,477 | $3,214+101.5% | $5,453+18.8% | $4,139+56.5% |
| Admin fee / account holder | $9,486 | $6,352+49.3% | $14,116-32.8% | $7,234+31.1% |