Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $154,024 | $101,778+51.3% | $164,975-6.6% | $80,925+90.3% |
| Participation rate | 60.3% | 71.8%-11.5pp | 78.6%-18.3pp | 67.7%-7.3pp |
| Annual return | 15.68% | 16.73%-1.0pp | 70.12%-54.4pp | 35.65%-20.0pp |
| Employer contribution / active EE | $2,787 | $2,954-5.6% | $4,343-35.8% | $2,756+1.1% |
| Participant deferral / active EE | $6,587 | $4,477+47.1% | $6,033+9.2% | $4,299+53.2% |
| Admin fee / account holder | $48,909 | $8,221+494.9% | $12,688+285.5% | $6,940+604.7% |