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 | $78,697 | $48,078+63.7% | $78,6760% | $62,881+25.2% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | 9.19% | 31.36%-22.2pp | 62.19%-53.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $5,431 | $2,015+169.6% | $2,850+90.6% | $2,281+138.1% |
| Participant deferral / active EE | $7,997 | $2,587+209.1% | $3,517+127.4% | $3,203+149.7% |
| Admin fee / account holder | $24,196 | $3,206+654.7% | $4,510+436.5% | $4,296+463.3% |