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 | $137,680 | $83,485+64.9% | $125,195+10.0% | $72,976+88.7% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.6pp | 69.5%-12.3pp |
| Annual return | 28.83% | 25.77%+3.1pp | 43.79%-15.0pp | 81.02%-52.2pp |
| Employer contribution / active EE | $1,921 | $2,346-18.1% | $3,866-50.3% | $2,440-21.3% |
| Participant deferral / active EE | $5,821 | $3,586+62.3% | $4,937+17.9% | $3,608+61.4% |
| Admin fee / account holder | $16,783 | $5,518+204.2% | $9,704+73.0% | $5,124+227.5% |