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 | $249,500 | $106,524+134.2% | $152,301+63.8% | $87,485+185.2% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.4%-19.5pp | 68.9%-6.0pp |
| Annual return | 17.62% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,212 | $3,371-64.1% | $4,624-73.8% | $2,596-53.3% |
| Participant deferral / active EE | $11,532 | $6,525+76.7% | $8,004+44.1% | $4,274+169.9% |
| Admin fee / account holder | $51,035 | $8,287+515.9% | $14,398+254.5% | $7,775+556.4% |