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 | $116,962 | $228,352-48.8% | $185,835-37.1% | $158,966-26.4% |
| Participation rate | 47.8% | 82.3%-34.5pp | 78.0%-30.2pp | 82.0%-34.1pp |
| Annual return | 14.69% | 40.81%-26.1pp | 35.96%-21.3pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,741 | $4,967-64.9% | $4,087-57.4% | $4,762-63.4% |
| Participant deferral / active EE | $4,007 | $6,416-37.5% | $5,633-28.9% | $5,983-33.0% |
| Admin fee / account holder | $12,942 | $11,867+9.1% | $9,502+36.2% | $11,250+15.0% |