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 | $175,439 | $86,949+101.8% | $102,460+71.2% | $80,959+116.7% |
| Participation rate | 42.0% | 72.4%-30.4pp | 76.5%-34.5pp | 67.7%-25.7pp |
| Annual return | 10.42% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,292 | $2,370-45.5% | $3,025-57.3% | $2,757-53.1% |
| Participant deferral / active EE | $3,175 | $4,121-23.0% | $5,056-37.2% | $4,300-26.2% |
| Admin fee / account holder | $28,625 | $8,048+255.7% | $9,460+202.6% | $6,925+313.3% |