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 | $213,944 | $115,225+85.7% | $100,712+112.4% | $138,895+54.0% |
| Participation rate | 65.2% | 74.3%-9.1pp | 69.3%-4.1pp | 79.9%-14.7pp |
| Annual return | 14.80% | 40.35%-25.5pp | 33.27%-18.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,129 | $2,771-23.2% | $2,313-8.0% | $4,194-49.3% |
| Participant deferral / active EE | $2,984 | $4,699-36.5% | $4,085-27.0% | $6,396-53.4% |
| Admin fee / account holder | $10,035 | $10,844-7.5% | $9,256+8.4% | $12,562-20.1% |