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 | $232,583 | $78,690+195.6% | $161,489+44.0% | $87,485+165.9% |
| Participation rate | 69.2% | 67.5%+1.8pp | 78.7%-9.5pp | 68.9%+0.3pp |
| Annual return | 14.18% | 32.74%-18.6pp | 89.72%-75.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $905 | $2,588-65.0% | $4,268-78.8% | $2,596-65.2% |
| Participant deferral / active EE | $9,345 | $3,311+182.2% | $5,630+66.0% | $4,274+118.7% |
| Admin fee / account holder | $6,290 | $6,724-6.4% | $16,006-60.7% | $7,775-19.1% |