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 | $114,766 | $81,276+41.2% | $155,574-26.2% | $80,925+41.8% |
| Participation rate | 30.6% | 66.2%-35.7pp | 78.2%-47.7pp | 67.7%-37.1pp |
| Annual return | 18.19% | 33.36%-15.2pp | 64.87%-46.7pp | 35.65%-17.5pp |
| Employer contribution / active EE | $921 | $3,103-70.3% | $4,676-80.3% | $2,756-66.6% |
| Participant deferral / active EE | $3,116 | $3,453-9.7% | $5,629-44.6% | $4,299-27.5% |
| Admin fee / account holder | $2,795 | $7,993-65.0% | $15,914-82.4% | $6,940-59.7% |