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 | $157,315 | $81,476+93.1% | $102,383+53.7% | $80,925+94.4% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.7pp | 67.7%-24.8pp |
| Annual return | 12.42% | 25.59%-13.2pp | 24.94%-12.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,179 | $3,105-62.0% | $3,870-69.5% | $2,756-57.2% |
| Participant deferral / active EE | $2,961 | $3,871-23.5% | $5,060-41.5% | $4,299-31.1% |
| Admin fee / account holder | $39,611 | $6,717+489.7% | $8,391+372.0% | $6,940+470.8% |