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 | $157,915 | $89,259+76.9% | $107,187+47.3% | $82,637+91.1% |
| Participation rate | 27.9% | 67.9%-40.0pp | 75.0%-47.1pp | 68.1%-40.1pp |
| Annual return | 15.74% | 21.02%-5.3pp | 204.55%-188.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,298 | $3,080-57.9% | $3,782-65.7% | $2,552-49.1% |
| Participant deferral / active EE | $2,893 | $4,037-28.3% | $5,096-43.2% | $4,126-29.9% |
| Admin fee / account holder | $29,415 | $7,381+298.5% | $9,162+221.0% | $7,339+300.8% |