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 | $198,505 | $93,598+112.1% | $135,974+46.0% | $75,173+164.1% |
| Participation rate | 69.6% | 75.2%-5.6pp | 81.9%-12.4pp | 67.2%+2.4pp |
| Annual return | 17.31% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,022 | $3,538-71.1% | $4,859-79.0% | $2,671-61.7% |
| Participant deferral / active EE | $6,022 | $6,405-6.0% | $7,760-22.4% | $4,126+45.9% |
| Admin fee / account holder | $2,422 | $6,978-65.3% | $10,767-77.5% | $5,651-57.1% |