Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $224,048 | $182,442+22.8% | $163,379+37.1% | $138,895+61.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 18.68% | 72.74%-54.1pp | 63.41%-44.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,598 | $6,817+26.1% | $6,282+36.9% | $6,396+34.4% |
| Admin fee / account holder | $1,343 | $10,396-87.1% | $9,818-86.3% | $12,562-89.3% |