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 | $160,078 | $81,457+96.5% | $103,378+54.8% | $80,911+97.8% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 20.83% | 25.58%-4.7pp | 24.91%-4.1pp | 35.63%-14.8pp |
| Employer contribution / active EE | $2,454 | $3,107-21.0% | $3,870-36.6% | $2,756-11.0% |
| Participant deferral / active EE | $6,315 | $3,871+63.1% | $5,058+24.9% | $4,297+47.0% |
| Admin fee / account holder | $6,809 | $6,717+1.4% | $8,401-18.9% | $6,935-1.8% |