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 | $153,393 | $61,356+150.0% | $149,696+2.5% | $71,511+114.5% |
| Participation rate | 65.7% | 62.5%+3.2pp | 78.8%-13.0pp | 67.9%-2.2pp |
| Annual return | 18.32% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $1,937 | $2,382-18.7% | $4,821-59.8% | $2,589-25.2% |
| Participant deferral / active EE | $5,061 | $2,920+73.3% | $5,682-10.9% | $4,291+18.0% |
| Admin fee / account holder | $5,059 | $1,263+300.5% | $13,212-61.7% | $1,588+218.5% |