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 | $169,828 | $58,848+188.6% | $88,179+92.6% | $82,637+105.5% |
| Participation rate | 27.3% | 57.9%-30.6pp | 69.1%-41.9pp | 68.1%-40.8pp |
| Annual return | 20.22% | 22.76%-2.5pp | 64.97%-44.8pp | 53.51%-33.3pp |
| Employer contribution / active EE | $2,967 | $1,678+76.7% | $2,549+16.4% | $2,552+16.2% |
| Participant deferral / active EE | $4,150 | $3,124+32.8% | $4,614-10.1% | $4,126+0.6% |
| Admin fee / account holder | $1,510 | $4,795-68.5% | $7,673-80.3% | $7,339-79.4% |