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 | $194,814 | $57,590+238.3% | $86,233+125.9% | $82,448+136.3% |
| Participation rate | 65.2% | 57.9%+7.4pp | 69.0%-3.8pp | 68.1%-2.9pp |
| Annual return | 15.64% | 22.41%-6.8pp | 61.39%-45.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,138 | $1,655+29.2% | $2,504-14.6% | $2,551-16.2% |
| Participant deferral / active EE | $5,819 | $3,080+88.9% | $4,559+27.6% | $4,139+40.6% |
| Admin fee / account holder | $1,910 | $4,730-59.6% | $8,342-77.1% | $7,234-73.6% |