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 | $156,864 | $142,430+10.1% | $115,170+36.2% | $152,897+2.6% |
| Participation rate | 53.3% | 82.4%-29.0pp | 75.9%-22.6pp | 82.5%-29.1pp |
| Annual return | 29.01% | 41.48%-12.5pp | 35.60%-6.6pp | 345.43%-316.4pp |
| Employer contribution / active EE | $943 | $4,011-76.5% | $3,179-70.3% | $4,764-80.2% |
| Participant deferral / active EE | $3,320 | $5,165-35.7% | $4,169-20.4% | $5,851-43.3% |
| Admin fee / account holder | $2,613 | $8,464-69.1% | $7,089-63.1% | $11,599-77.5% |