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 | $152,869 | $81,504+87.6% | $102,437+49.2% | $80,959+88.8% |
| Participation rate | 29.5% | 66.9%-37.3pp | 74.5%-45.0pp | 67.7%-38.2pp |
| Annual return | 12.60% | 25.60%-13.0pp | 24.95%-12.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $895 | $3,104-71.2% | $3,871-76.9% | $2,757-67.5% |
| Participant deferral / active EE | $2,377 | $3,871-38.6% | $5,060-53.0% | $4,300-44.7% |
| Admin fee / account holder | $15,602 | $6,719+132.2% | $8,388+86.0% | $6,925+125.3% |