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 | $165,518 | $81,276+103.7% | $155,574+6.4% | $80,925+104.5% |
| Participation rate | 65.7% | 66.2%-0.6pp | 78.2%-12.5pp | 67.7%-2.0pp |
| Annual return | 14.86% | 33.36%-18.5pp | 64.87%-50.0pp | 35.65%-20.8pp |
| Employer contribution / active EE | $4,553 | $3,103+46.7% | $4,676-2.6% | $2,756+65.2% |
| Participant deferral / active EE | $7,047 | $3,453+104.1% | $5,629+25.2% | $4,299+63.9% |
| Admin fee / account holder | $10,341 | $7,993+29.4% | $15,914-35.0% | $6,940+49.0% |