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 | $226,137 | $106,749+111.8% | $145,433+55.5% | $82,448+174.3% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 14.55% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,673 | $3,444-22.4% | $4,554-41.3% | $2,551+4.8% |
| Participant deferral / active EE | $10,321 | $6,519+58.3% | $7,897+30.7% | $4,139+149.3% |
| Admin fee / account holder | $6,179 | $8,390-26.3% | $13,129-52.9% | $7,234-14.6% |