Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $153,197 | $87,166+75.8% | $76,735+99.6% | $137,256+11.6% |
| Participation rate | 36.4% | 74.4%-38.0pp | 69.5%-33.1pp | 80.0%-43.6pp |
| Annual return | 11.79% | 26.50%-14.7pp | 29.77%-18.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,217 | $2,904-58.1% | $2,454-50.4% | $4,156-70.7% |
| Participant deferral / active EE | $5,843 | $4,726+23.6% | $4,088+42.9% | $6,407-8.8% |
| Admin fee / account holder | $38,062 | $8,403+352.9% | $7,189+429.4% | $12,270+210.2% |