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 | $110,435 | $93,064+18.7% | $74,577+48.1% | $273,972-59.7% |
| Participation rate | 18.2% | 74.9%-56.8pp | 68.1%-49.9pp | 83.0%-64.8pp |
| Annual return | 7.51% | 26.18%-18.7pp | 20.47%-13.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $668 | $3,160-78.9% | $2,525-73.6% | $4,869-86.3% |
| Participant deferral / active EE | $3,273 | $4,160-21.3% | $3,458-5.4% | $5,287-38.1% |
| Admin fee / account holder | $465 | $5,273-91.2% | $4,138-88.8% | $10,133-95.4% |