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 | $192,201 | $90,400+112.6% | $186,193+3.2% | $87,485+119.7% |
| Participation rate | 48.5% | 66.2%-17.7pp | 77.1%-28.6pp | 68.9%-20.4pp |
| Annual return | 17.14% | 22.15%-5.0pp | 78.03%-60.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $3,080 | $2,170+41.9% | $3,918-21.4% | $2,596+18.6% |
| Participant deferral / active EE | $6,586 | $4,330+52.1% | $6,513+1.1% | $4,274+54.1% |
| Admin fee / account holder | $568 | $8,673-93.5% | $11,058-94.9% | $7,775-92.7% |