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 | $160,158 | $83,369+92.1% | $105,223+52.2% | $67,986+135.6% |
| Participation rate | 55.8% | 56.3%-0.5pp | 75.0%-19.2pp | 57.2%-1.4pp |
| Annual return | 16.37% | 24.64%-8.3pp | 180.65%-164.3pp | 31.67%-15.3pp |
| Employer contribution / active EE | $2,006 | $2,541-21.1% | $3,689-45.6% | $2,019-0.7% |
| Participant deferral / active EE | $7,855 | $3,295+138.4% | $5,072+54.9% | $3,358+133.9% |
| Admin fee / account holder | $5,092 | $4,073+25.0% | $8,859-42.5% | $3,203+59.0% |