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 | $135,569 | $77,492+74.9% | $100,398+35.0% | $80,911+67.6% |
| Participation rate | 56.8% | 76.9%-20.1pp | 81.5%-24.7pp | 67.6%-10.8pp |
| Annual return | 15.90% | 37.23%-21.3pp | 49.32%-33.4pp | 35.63%-19.7pp |
| Employer contribution / active EE | $863 | $2,800-69.2% | $3,946-78.1% | $2,756-68.7% |
| Participant deferral / active EE | $3,803 | $6,817-44.2% | $8,084-53.0% | $4,297-11.5% |
| Admin fee / account holder | $2,536 | $5,892-57.0% | $7,893-67.9% | $6,935-63.4% |