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 | $51,606+129.8% | $129,339-8.3% | $80,911+46.6% |
| Participation rate | 52.6% | 57.0%-4.4pp | 69.6%-17.1pp | 67.6%-15.1pp |
| Annual return | 14.00% | 20.76%-6.8pp | 9437.05%-9423.0pp | 35.63%-21.6pp |
| Employer contribution / active EE | $474 | $1,582-70.1% | $4,154-88.6% | $2,756-82.8% |
| Participant deferral / active EE | $2,422 | $2,669-9.2% | $4,170-41.9% | $4,297-43.6% |
| Admin fee / account holder | $3,556 | $4,310-17.5% | $7,668-53.6% | $6,935-48.7% |