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 | $136,035 | $41,016+231.7% | $152,093-10.6% | $64,097+112.2% |
| Participation rate | 36.8% | 51.3%-14.5pp | 77.8%-41.0pp | 55.2%-18.4pp |
| Annual return | 19.87% | 39.60%-19.7pp | 66.36%-46.5pp | 34.64%-14.8pp |
| Employer contribution / active EE | $1,672 | $1,342+24.6% | $4,175-59.9% | $1,891-11.6% |
| Participant deferral / active EE | $3,307 | $1,927+71.5% | $5,451-39.3% | $3,080+7.4% |
| Admin fee / account holder | $13,320 | $2,305+477.8% | $14,497-8.1% | $3,454+285.6% |