Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $141,589 | $57,352+146.9% | $83,831+68.9% | $64,173+120.6% |
| Participation rate | 52.4% | 68.6%-16.2pp | 76.1%-23.8pp | 69.6%-17.2pp |
| Annual return | 11.60% | 11.38%+0.2pp | 850.99%-839.4pp | 7.63%+4.0pp |
| Employer contribution / active EE | $2,015 | $2,546-20.8% | $3,631-44.5% | $2,381-15.4% |
| Participant deferral / active EE | $3,971 | $2,993+32.7% | $4,082-2.7% | $3,470+14.4% |
| Admin fee / account holder | $1,632 | $4,046-59.7% | $5,479-70.2% | $4,887-66.6% |