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 | $117,915 | $77,638+51.9% | $156,551-24.7% | $62,881+87.5% |
| Participation rate | 63.6% | 71.2%-7.6pp | 84.0%-20.4pp | 69.3%-5.7pp |
| Annual return | 5.94% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,494 | $3,444-56.6% | $5,501-72.8% | $2,281-34.5% |
| Participant deferral / active EE | $2,606 | $3,046-14.4% | $4,871-46.5% | $3,203-18.6% |
| Admin fee / account holder | $5,587 | $5,561+0.5% | $13,028-57.1% | $4,296+30.1% |