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 | $162,182 | $88,672+82.9% | $105,223+54.1% | $82,448+96.7% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 16.61% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,196 | $3,048-28.0% | $3,689-40.5% | $2,551-13.9% |
| Participant deferral / active EE | $6,520 | $4,036+61.5% | $5,072+28.6% | $4,139+57.5% |
| Admin fee / account holder | $9,362 | $7,146+31.0% | $8,859+5.7% | $7,234+29.4% |