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 | $157,350 | $83,898+87.5% | $133,346+18.0% | $94,015+67.4% |
| Participation rate | 51.0% | 63.4%-12.3pp | 72.8%-21.8pp | 70.8%-19.8pp |
| Annual return | 15.46% | 16.00%-0.5pp | 36.85%-21.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $1,042 | $1,821-42.7% | $2,853-63.5% | $2,790-62.6% |
| Participant deferral / active EE | $3,232 | $3,245-0.4% | $4,332-25.4% | $4,249-23.9% |
| Admin fee / account holder | $5,927 | $7,809-24.1% | $14,264-58.5% | $8,951-33.8% |