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 | $174,860 | $110,379+58.4% | $102,412+70.7% | $145,884+19.9% |
| Participation rate | 18.2% | 77.9%-59.7pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | 9.53% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $898 | $4,216-78.7% | $3,870-76.8% | $4,662-80.7% |
| Participant deferral / active EE | $2,000 | $5,622-64.4% | $5,060-60.5% | $6,690-70.1% |
| Admin fee / account holder | $1,873 | $9,745-80.8% | $8,388-77.7% | $13,392-86.0% |