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 | $118,603 | $51,642+129.7% | $129,384-8.3% | $80,935+46.5% |
| Participation rate | 52.6% | 56.9%-4.4pp | 69.6%-17.1pp | 67.7%-15.1pp |
| Annual return | 14.00% | 20.78%-6.8pp | 9461.77%-9447.8pp | 35.66%-21.7pp |
| Employer contribution / active EE | $474 | $1,583-70.1% | $4,153-88.6% | $2,757-82.8% |
| Participant deferral / active EE | $2,422 | $2,670-9.3% | $4,166-41.9% | $4,299-43.7% |
| Admin fee / account holder | $3,556 | $4,312-17.5% | $7,686-53.7% | $6,924-48.6% |