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 | $124,075 | $94,031+32.0% | $115,768+7.2% | $82,448+50.5% |
| Participation rate | 38.6% | 70.4%-31.8pp | 74.4%-35.8pp | 68.1%-29.5pp |
| Annual return | 15.91% | 20.61%-4.7pp | 100.46%-84.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $891 | $2,323-61.7% | $2,940-69.7% | $2,551-65.1% |
| Participant deferral / active EE | $1,909 | $3,972-51.9% | $4,917-61.2% | $4,139-53.9% |
| Admin fee / account holder | $29,756 | $10,249+190.3% | $12,439+139.2% | $7,234+311.3% |