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 | $122,678 | $56,110+118.6% | $94,993+29.1% | $70,126+74.9% |
| Participation rate | 68.4% | 65.0%+3.4pp | 73.9%-5.5pp | 69.5%-1.1pp |
| Annual return | 13.46% | 51.02%-37.6pp | 27.14%-13.7pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,647 | $1,442+14.2% | $2,603-36.7% | $2,343-29.7% |
| Participant deferral / active EE | $3,779 | $2,391+58.0% | $3,317+13.9% | $3,332+13.4% |
| Admin fee / account holder | $2,642 | $3,456-23.6% | $4,960-46.7% | $4,645-43.1% |