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 | $115,187 | $61,125+88.4% | $94,057+22.5% | $87,485+31.7% |
| Participation rate | 60.7% | 64.1%-3.4pp | 73.3%-12.7pp | 68.9%-8.3pp |
| Annual return | 13.26% | 35.20%-21.9pp | 480.62%-467.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,545 | $2,136+19.1% | $2,933-13.2% | $2,596-2.0% |
| Participant deferral / active EE | $5,209 | $3,260+59.8% | $4,709+10.6% | $4,274+21.9% |
| Admin fee / account holder | $9,747 | $5,629+73.2% | $7,244+34.5% | $7,775+25.4% |