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 | $210,720 | $123,478+70.7% | $216,567-2.7% | $94,015+124.1% |
| Participation rate | 35.6% | 75.1%-39.5pp | 81.6%-46.1pp | 70.8%-35.2pp |
| Annual return | 10.79% | 23.61%-12.8pp | 12.94%-2.2pp | 17.84%-7.1pp |
| Employer contribution / active EE | $1,585 | $3,136-49.5% | $5,216-69.6% | $2,790-43.2% |
| Participant deferral / active EE | $3,294 | $4,556-27.7% | $6,191-46.8% | $4,249-22.5% |
| Admin fee / account holder | $716 | $12,753-94.4% | $21,981-96.7% | $8,951-92.0% |