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 | $224,541 | $76,834+192.2% | $108,359+107.2% | $87,485+156.7% |
| Participation rate | 53.1% | 61.7%-8.7pp | 70.1%-17.1pp | 68.9%-15.9pp |
| Annual return | 16.48% | 19.09%-2.6pp | 36.89%-20.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,548 | $1,556+63.7% | $2,399+6.2% | $2,596-1.9% |
| Participant deferral / active EE | $6,453 | $3,100+108.2% | $4,137+56.0% | $4,274+51.0% |
| Admin fee / account holder | $908 | $6,537-86.1% | $9,741-90.7% | $7,775-88.3% |