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 | $167,635 | $95,453+75.6% | $112,040+49.6% | $82,448+103.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 15.45% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,475 | $2,318-36.4% | $2,954-50.1% | $2,551-42.2% |
| Participant deferral / active EE | $2,877 | $4,224-31.9% | $5,098-43.6% | $4,139-30.5% |
| Admin fee / account holder | $4,941 | $9,013-45.2% | $12,098-59.2% | $7,234-31.7% |