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 | $233,833 | $86,940+169.0% | $102,434+128.3% | $80,935+188.9% |
| Participation rate | 39.5% | 72.4%-32.9pp | 76.5%-37.0pp | 67.7%-28.2pp |
| Annual return | 12.47% | 18.89%-6.4pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $7,085 | $2,370+199.0% | $3,023+134.4% | $2,757+157.0% |
| Participant deferral / active EE | $14,129 | $4,121+242.8% | $5,055+179.5% | $4,299+228.6% |
| Admin fee / account holder | $48,277 | $8,047+499.9% | $9,462+410.2% | $6,924+597.2% |