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 | $124,131 | $65,961+88.2% | $180,320-31.2% | $94,015+32.0% |
| Participation rate | 50.0% | 61.3%-11.3pp | 71.5%-21.5pp | 70.8%-20.8pp |
| Annual return | 16.17% | 14.27%+1.9pp | 778.54%-762.4pp | 17.84%-1.7pp |
| Employer contribution / active EE | $1,190 | $1,737-31.5% | $4,108-71.0% | $2,790-57.4% |
| Participant deferral / active EE | $2,292 | $3,003-23.7% | $4,304-46.8% | $4,249-46.1% |
| Admin fee / account holder | $1,477 | $4,901-69.9% | $10,000-85.2% | $8,951-83.5% |