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 | $147,465 | $115,225+28.0% | $100,712+46.4% | $138,895+6.2% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 11.86% | 40.35%-28.5pp | 33.27%-21.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,254 | $2,771-54.8% | $2,313-45.8% | $4,194-70.1% |
| Participant deferral / active EE | $4,756 | $4,699+1.2% | $4,085+16.4% | $6,396-25.6% |
| Admin fee / account holder | $3,634 | $10,844-66.5% | $9,256-60.7% | $12,562-71.1% |