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 | $135,630 | $45,082+200.9% | $69,464+95.3% | $72,975+85.9% |
| Participation rate | 31.7% | 68.5%-36.8pp | 74.6%-42.9pp | 69.5%-37.8pp |
| Annual return | 22.38% | 22.66%-0.3pp | 28.98%-6.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $621 | $2,055-69.8% | $2,779-77.7% | $2,440-74.6% |
| Participant deferral / active EE | $2,091 | $2,604-19.7% | $3,536-40.9% | $3,608-42.1% |
| Admin fee / account holder | $861 | $3,057-71.8% | $3,840-77.6% | $5,124-83.2% |