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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,215 | $183,627+32.5% | $155,602+56.3% | $145,978+66.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.54% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $8,300 | $5,316+56.1% | $4,675+77.5% | $4,662+78.0% |
| Participant deferral / active EE | $5,083 | $6,466-21.4% | $5,629-9.7% | $6,690-24.0% |
| Admin fee / account holder | $5,282 | $19,327-72.7% | $15,923-66.8% | $13,400-60.6% |