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 | $159,087 | $54,541+191.7% | $78,778+101.9% | $70,131+126.8% |
| Participation rate | 56.1% | 60.8%-4.7pp | 69.2%-13.1pp | 69.5%-13.4pp |
| Annual return | 16.75% | 21.07%-4.3pp | 35.62%-18.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,086 | $1,089-0.3% | $1,986-45.3% | $2,342-53.7% |
| Participant deferral / active EE | $3,840 | $2,210+73.7% | $2,958+29.8% | $3,332+15.2% |
| Admin fee / account holder | $1,717 | $3,709-53.7% | $5,134-66.6% | $4,645-63.0% |