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 | $204,626 | $77,920+162.6% | $149,723+36.7% | $75,177+172.2% |
| Participation rate | 52.9% | 65.6%-12.6pp | 78.8%-25.8pp | 67.2%-14.3pp |
| Annual return | 20.13% | 31.72%-11.6pp | 134.50%-114.4pp | 160.75%-140.6pp |
| Employer contribution / active EE | $2,817 | $3,138-10.2% | $4,821-41.6% | $2,671+5.5% |
| Participant deferral / active EE | $5,538 | $3,411+62.3% | $5,682-2.5% | $4,126+34.2% |
| Admin fee / account holder | $42,626 | $5,951+616.3% | $13,215+222.6% | $5,651+654.3% |