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 | $223,613 | $95,453+134.3% | $112,040+99.6% | $82,448+171.2% |
| Participation rate | 39.5% | 72.8%-33.3pp | 76.5%-37.0pp | 68.1%-28.6pp |
| Annual return | 13.91% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,403 | $2,318-39.5% | $2,954-52.5% | $2,551-45.0% |
| Participant deferral / active EE | $4,439 | $4,224+5.1% | $5,098-12.9% | $4,139+7.2% |
| Admin fee / account holder | $15,950 | $9,013+77.0% | $12,098+31.8% | $7,234+120.5% |