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 | $177,657 | $135,956+30.7% | $123,894+43.4% | $273,972-35.2% |
| Participation rate | 31.6% | 84.1%-52.5pp | 81.4%-49.8pp | 83.0%-51.4pp |
| Annual return | 10.87% | 56.63%-45.8pp | 47.52%-36.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,272 | $5,170-75.4% | $4,617-72.5% | $4,869-73.9% |
| Participant deferral / active EE | $4,253 | $6,343-32.9% | $5,984-28.9% | $5,287-19.6% |
| Admin fee / account holder | $1,112 | $9,817-88.7% | $8,357-86.7% | $10,133-89.0% |