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 | $155,828 | $96,236+61.9% | $133,698+16.6% | $80,959+92.5% |
| Participation rate | 68.5% | 71.2%-2.7pp | 76.4%-7.9pp | 67.7%+0.8pp |
| Annual return | 15.36% | 28.74%-13.4pp | 580.90%-565.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,887 | $3,350-13.8% | $4,218-31.5% | $2,757+4.7% |
| Participant deferral / active EE | $8,175 | $5,709+43.2% | $7,016+16.5% | $4,300+90.1% |
| Admin fee / account holder | $3,504 | $8,250-57.5% | $6,703-47.7% | $6,925-49.4% |