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 | $143,074 | $62,242+129.9% | $105,582+35.5% | $69,733+105.2% |
| Participation rate | 41.3% | 47.3%-5.9pp | 71.8%-30.4pp | 62.5%-21.1pp |
| Annual return | 16.02% | 15.40%+0.6pp | 18.61%-2.6pp | 15.22%+0.8pp |
| Employer contribution / active EE | $941 | $1,558-39.6% | $2,984-68.5% | $2,250-58.2% |
| Participant deferral / active EE | $2,580 | $2,462+4.8% | $4,353-40.7% | $3,054-15.5% |
| Admin fee / account holder | $5,430 | $4,615+17.6% | $12,856-57.8% | $3,102+75.0% |