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 | $236,312 | $136,860+72.7% | $120,344+96.4% | $154,746+52.7% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 10.44% | 21.38%-10.9pp | 20.30%-9.9pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,479 | $3,533-58.1% | $3,020-51.0% | $4,379-66.2% |
| Participant deferral / active EE | $9,502 | $5,793+64.0% | $5,135+85.0% | $6,730+41.2% |
| Admin fee / account holder | $20,093 | $15,393+30.5% | $12,742+57.7% | $14,365+39.9% |