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 | $148,439 | $86,298+72.0% | $111,308+33.4% | $85,847+72.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 14.18% | 19.99%-5.8pp | 54.67%-40.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $2,440 | $2,044+19.4% | $2,732-10.7% | $2,565-4.9% |
| Participant deferral / active EE | $4,708 | $3,641+29.3% | $4,487+4.9% | $3,952+19.1% |
| Admin fee / account holder | $14,503 | $8,189+77.1% | $7,965+82.1% | $6,261+131.6% |