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 | $117,585 | $83,485+40.8% | $125,192-6.1% | $72,975+61.1% |
| Participation rate | 47.1% | 73.3%-26.2pp | 79.8%-32.7pp | 69.5%-22.4pp |
| Annual return | 21.76% | 25.77%-4.0pp | 43.79%-22.0pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,032 | $2,346-56.0% | $3,866-73.3% | $2,440-57.7% |
| Participant deferral / active EE | $1,830 | $3,586-49.0% | $4,937-62.9% | $3,608-49.3% |
| Admin fee / account holder | $1,434 | $5,518-74.0% | $9,704-85.2% | $5,124-72.0% |