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 | $164,668 | $97,550+68.8% | $120,344+36.8% | $87,485+88.2% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.7%-18.8pp | 68.9%-11.0pp |
| Annual return | 12.00% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,818 | $2,291+23.0% | $3,020-6.7% | $2,596+8.5% |
| Participant deferral / active EE | $3,904 | $4,230-7.7% | $5,135-24.0% | $4,274-8.6% |
| Admin fee / account holder | $3,728 | $9,543-60.9% | $12,742-70.7% | $7,775-52.1% |