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 | $125,841 | $58,048+116.8% | $94,215+33.6% | $65,306+92.7% |
| Participation rate | 62.5% | 45.3%+17.2pp | 70.0%-7.5pp | 57.7%+4.8pp |
| Annual return | 13.35% | 19.61%-6.3pp | 28.22%-14.9pp | 21.94%-8.6pp |
| Employer contribution / active EE | $2,106 | $1,427+47.6% | $2,675-21.3% | $1,967+7.1% |
| Participant deferral / active EE | $5,020 | $2,407+108.6% | $4,276+17.4% | $2,959+69.6% |
| Admin fee / account holder | $10,551 | $4,610+128.9% | $10,216+3.3% | $3,480+203.2% |