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 | $172,159 | $118,496+45.3% | $98,461+74.9% | $139,466+23.4% |
| Participation rate | 37.5% | 77.5%-40.0pp | 75.2%-37.7pp | 80.3%-42.8pp |
| Annual return | 10.78% | 18.96%-8.2pp | 21.17%-10.4pp | 373.66%-362.9pp |
| Employer contribution / active EE | $1,138 | $3,611-68.5% | $3,049-62.7% | $4,754-76.1% |
| Participant deferral / active EE | $4,192 | $5,393-22.3% | $4,738-11.5% | $6,712-37.5% |
| Admin fee / account holder | $7,179 | $14,056-48.9% | $8,961-19.9% | $11,409-37.1% |