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 | $144,580 | $103,164+40.1% | $90,259+60.2% | $154,746-6.6% |
| Participation rate | 62.5% | 76.1%-13.6pp | 70.7%-8.2pp | 80.7%-18.2pp |
| Annual return | 15.04% | 19.25%-4.2pp | 18.88%-3.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,720 | $2,532-32.1% | $2,291-24.9% | $4,379-60.7% |
| Participant deferral / active EE | $3,735 | $4,422-15.5% | $3,827-2.4% | $6,730-44.5% |
| Admin fee / account holder | $5,330 | $8,593-38.0% | $7,267-26.7% | $14,365-62.9% |