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 | $133,799 | $73,787+81.3% | $98,716+35.5% | $82,448+62.3% |
| Participation rate | 67.3% | 61.4%+5.9pp | 69.3%-1.9pp | 68.1%-0.7pp |
| Annual return | 18.48% | 18.57%-0.1pp | 31.81%-13.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,047 | $1,511+35.5% | $2,279-10.1% | $2,551-19.7% |
| Participant deferral / active EE | $6,391 | $3,081+107.4% | $4,048+57.9% | $4,139+54.4% |
| Admin fee / account holder | $13,425 | $6,500+106.5% | $8,703+54.3% | $7,234+85.6% |