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 | $137,628 | $65,034+111.6% | $90,970+51.3% | $79,856+72.3% |
| Participation rate | 62.7% | 61.6%+1.1pp | 69.0%-6.3pp | 69.6%-7.0pp |
| Annual return | 25.26% | 30.45%-5.2pp | 134.60%-109.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $698 | $1,247-44.0% | $2,122-67.1% | $2,471-71.8% |
| Participant deferral / active EE | $3,858 | $2,512+53.6% | $3,373+14.4% | $3,741+3.1% |
| Admin fee / account holder | $21,648 | $4,536+377.3% | $5,961+263.2% | $5,306+308.0% |