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 | $113,492 | $91,760+23.7% | $156,181-27.3% | $67,986+66.9% |
| Participation rate | 48.9% | 65.0%-16.1pp | 78.8%-29.9pp | 57.2%-8.3pp |
| Annual return | 14.44% | 18.14%-3.7pp | 64.87%-50.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $1,320 | $2,419-45.4% | $4,294-69.2% | $2,019-34.6% |
| Participant deferral / active EE | $3,382 | $3,960-14.6% | $6,132-44.8% | $3,358+0.7% |
| Admin fee / account holder | $1,356 | $3,949-65.7% | $14,586-90.7% | $3,203-57.7% |