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 | $58,057+192.5% | $97,032+75.0% | $86,983+95.2% |
| Participation rate | 27.3% | 60.4%-33.1pp | 71.6%-44.3pp | 69.5%-42.3pp |
| Annual return | 20.22% | 22.26%-2.0pp | 35.38%-15.2pp | 25.83%-5.6pp |
| Employer contribution / active EE | $2,967 | $1,663+78.3% | $2,629+12.8% | $2,584+14.8% |
| Participant deferral / active EE | $4,150 | $3,244+27.9% | $4,672-11.2% | $4,194-1.1% |
| Admin fee / account holder | $1,510 | $4,839-68.8% | $9,418-84.0% | $7,856-80.8% |