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 | $136,763 | $91,760+49.0% | $156,181-12.4% | $67,986+101.2% |
| Participation rate | 52.9% | 65.0%-12.1pp | 78.8%-25.9pp | 57.2%-4.3pp |
| Annual return | 14.88% | 18.14%-3.3pp | 64.87%-50.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,044 | $2,419-56.8% | $4,294-75.7% | $2,019-48.3% |
| Participant deferral / active EE | $3,647 | $3,960-7.9% | $6,132-40.5% | $3,358+8.6% |
| Admin fee / account holder | $10,024 | $3,949+153.9% | $14,586-31.3% | $3,203+212.9% |