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 | $115,240 | $83,485+38.0% | $125,192-7.9% | $72,975+57.9% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.5%-21.1pp |
| Annual return | 23.86% | 25.77%-1.9pp | 43.79%-19.9pp | 81.01%-57.2pp |
| Employer contribution / active EE | $641 | $2,346-72.7% | $3,866-83.4% | $2,440-73.7% |
| Participant deferral / active EE | $2,797 | $3,586-22.0% | $4,937-43.3% | $3,608-22.5% |
| Admin fee / account holder | $1,465 | $5,518-73.4% | $9,704-84.9% | $5,124-71.4% |