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 | $184,296 | $87,132+111.5% | $105,624+74.5% | $80,959+127.6% |
| Participation rate | 56.7% | 70.4%-13.7pp | 75.3%-18.6pp | 67.7%-11.0pp |
| Annual return | 14.66% | 17.03%-2.4pp | 116.20%-101.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,376 | $2,397-42.6% | $3,168-56.6% | $2,757-50.1% |
| Participant deferral / active EE | $4,683 | $3,985+17.5% | $5,013-6.6% | $4,300+8.9% |
| Admin fee / account holder | $84,697 | $8,449+902.5% | $10,961+672.7% | $6,925+1123.0% |