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 | $184,355 | $81,457+126.3% | $103,378+78.3% | $80,911+127.9% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 16.48% | 25.58%-9.1pp | 24.91%-8.4pp | 35.63%-19.2pp |
| Employer contribution / active EE | $2,044 | $3,107-34.2% | $3,870-47.2% | $2,756-25.8% |
| Participant deferral / active EE | $5,251 | $3,871+35.7% | $5,058+3.8% | $4,297+22.2% |
| Admin fee / account holder | $2,605 | $6,717-61.2% | $8,401-69.0% | $6,935-62.4% |