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 | $232,551 | $73,787+215.2% | $98,716+135.6% | $82,448+182.1% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.3%-11.0pp | 68.1%-9.7pp |
| Annual return | 18.42% | 18.57%-0.1pp | 31.81%-13.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,094 | $1,511+38.6% | $2,279-8.1% | $2,551-17.9% |
| Participant deferral / active EE | $4,708 | $3,081+52.8% | $4,048+16.3% | $4,139+13.7% |
| Admin fee / account holder | $1,571 | $6,500-75.8% | $8,703-82.0% | $7,234-78.3% |