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 | $130,060 | $75,541+72.2% | $152,093-14.5% | $82,637+57.4% |
| Participation rate | 40.5% | 66.5%-26.1pp | 77.8%-37.3pp | 68.1%-27.6pp |
| Annual return | 14.25% | 32.56%-18.3pp | 66.36%-52.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,492 | $2,622-43.1% | $4,175-64.3% | $2,552-41.5% |
| Participant deferral / active EE | $6,358 | $3,206+98.4% | $5,451+16.6% | $4,126+54.1% |
| Admin fee / account holder | $5,835 | $6,405-8.9% | $14,497-59.8% | $7,339-20.5% |