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 | $193,198 | $88,672+117.9% | $105,223+83.6% | $82,448+134.3% |
| Participation rate | 40.5% | 67.9%-27.4pp | 75.0%-34.5pp | 68.1%-27.5pp |
| Annual return | 19.87% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $3,121 | $3,048+2.4% | $3,689-15.4% | $2,551+22.4% |
| Participant deferral / active EE | $3,151 | $4,036-21.9% | $5,072-37.9% | $4,139-23.9% |
| Admin fee / account holder | $1,093 | $7,146-84.7% | $8,859-87.7% | $7,234-84.9% |