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 | $163,088 | $55,889+191.8% | $76,119+114.3% | $80,935+101.5% |
| Participation rate | 62.9% | 62.1%+0.8pp | 69.1%-6.2pp | 67.7%-4.8pp |
| Annual return | 10.38% | 20.58%-10.2pp | 361.25%-350.9pp | 35.66%-25.3pp |
| Employer contribution / active EE | $2,010 | $1,866+7.7% | $2,693-25.3% | $2,757-27.1% |
| Participant deferral / active EE | $3,775 | $3,051+23.7% | $4,259-11.4% | $4,299-12.2% |
| Admin fee / account holder | $8,589 | $5,241+63.9% | $6,421+33.7% | $6,924+24.0% |