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 | $150,375 | $108,825+38.2% | $156,181-3.7% | $82,448+82.4% |
| Participation rate | 68.4% | 72.4%-3.9pp | 78.8%-10.4pp | 68.1%+0.4pp |
| Annual return | 13.19% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,361 | $2,870-17.7% | $4,294-45.0% | $2,551-7.5% |
| Participant deferral / active EE | $4,967 | $4,577+8.5% | $6,132-19.0% | $4,139+20.0% |
| Admin fee / account holder | $36,795 | $9,341+293.9% | $14,586+152.3% | $7,234+408.6% |