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 | $184,166 | $81,476+126.0% | $102,383+79.9% | $80,925+127.6% |
| Participation rate | 43.6% | 66.8%-23.3pp | 74.5%-30.9pp | 67.7%-24.1pp |
| Annual return | 24.74% | 25.59%-0.8pp | 24.94%-0.2pp | 35.65%-10.9pp |
| Employer contribution / active EE | $1,349 | $3,105-56.5% | $3,870-65.1% | $2,756-51.0% |
| Participant deferral / active EE | $3,244 | $3,871-16.2% | $5,060-35.9% | $4,299-24.5% |
| Admin fee / account holder | $7,895 | $6,717+17.5% | $8,391-5.9% | $6,940+13.8% |