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 | $186,049 | $95,453+94.9% | $112,040+66.1% | $82,448+125.7% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.5%-7.7pp | 68.1%+0.7pp |
| Annual return | 14.99% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,898 | $2,318+25.0% | $2,954-1.9% | $2,551+13.6% |
| Participant deferral / active EE | $5,511 | $4,224+30.5% | $5,098+8.1% | $4,139+33.1% |
| Admin fee / account holder | $6,844 | $9,013-24.1% | $12,098-43.4% | $7,234-5.4% |