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 | $133,396 | $105,623+26.3% | $87,502+52.4% | $273,972-51.3% |
| Participation rate | 44.4% | 78.2%-33.7pp | 73.8%-29.4pp | 83.0%-38.6pp |
| Annual return | 6.50% | 12.26%-5.8pp | 12.21%-5.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $988 | $3,141-68.5% | $2,550-61.2% | $4,869-79.7% |
| Participant deferral / active EE | $3,357 | $3,601-6.8% | $3,149+6.6% | $5,287-36.5% |
| Admin fee / account holder | $1,580 | $4,781-67.0% | $4,221-62.6% | $10,133-84.4% |