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 | $163,635 | $91,559+78.7% | $133,978+22.1% | $79,856+104.9% |
| Participation rate | 61.4% | 73.3%-11.9pp | 79.8%-18.4pp | 69.6%-8.2pp |
| Annual return | 10.77% | 61.85%-51.1pp | 45.10%-34.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,591 | $2,384-33.3% | $3,919-59.4% | $2,471-35.6% |
| Participant deferral / active EE | $2,918 | $3,734-21.8% | $5,047-42.2% | $3,741-22.0% |
| Admin fee / account holder | $29,179 | $6,321+361.6% | $8,930+226.8% | $5,306+449.9% |