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 | $203,517 | $185,312+9.8% | $161,489+26.0% | $154,746+31.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 18.75% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $9,633 | $4,769+102.0% | $4,268+125.7% | $4,379+120.0% |
| Participant deferral / active EE | $9,025 | $6,350+42.1% | $5,630+60.3% | $6,730+34.1% |
| Admin fee / account holder | $1,731 | $18,654-90.7% | $16,006-89.2% | $14,365-87.9% |