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 | $189,558 | $71,208+166.2% | $93,681+102.3% | $80,911+134.3% |
| Participation rate | 48.4% | 60.4%-12.0pp | 68.7%-20.3pp | 67.6%-19.3pp |
| Annual return | 11.40% | 11.27%+0.1pp | 133.47%-122.1pp | 35.63%-24.2pp |
| Employer contribution / active EE | $834 | $1,564-46.7% | $2,422-65.6% | $2,756-69.7% |
| Participant deferral / active EE | $3,056 | $4,035-24.2% | $4,415-30.8% | $4,297-28.9% |
| Admin fee / account holder | $5,003 | $6,951-28.0% | $8,290-39.7% | $6,935-27.9% |