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 | $166,007 | $100,003+66.0% | $146,685+13.2% | $85,856+93.4% |
| Participation rate | 64.3% | 73.1%-8.8pp | 80.1%-15.8pp | 69.3%-5.0pp |
| Annual return | 14.45% | 18.93%-4.5pp | 22.75%-8.3pp | 318.58%-304.1pp |
| Employer contribution / active EE | $4,214 | $2,559+64.7% | $4,137+1.9% | $2,565+64.3% |
| Participant deferral / active EE | $5,637 | $4,006+40.7% | $5,507+2.4% | $3,952+42.6% |
| Admin fee / account holder | $2,117 | $7,704-72.5% | $10,281-79.4% | $6,261-66.2% |