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 | $176,248 | $83,485+111.1% | $125,195+40.8% | $72,976+141.5% |
| Participation rate | 68.1% | 73.3%-5.2pp | 79.8%-11.7pp | 69.5%-1.4pp |
| Annual return | 25.98% | 25.77%+0.2pp | 43.79%-17.8pp | 81.02%-55.0pp |
| Employer contribution / active EE | $3,224 | $2,346+37.4% | $3,866-16.6% | $2,440+32.1% |
| Participant deferral / active EE | $1,795 | $3,586-50.0% | $4,937-63.7% | $3,608-50.3% |
| Admin fee / account holder | $7,983 | $5,518+44.7% | $9,704-17.7% | $5,124+55.8% |