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 | $102,310 | $55,889+83.1% | $76,119+34.4% | $80,935+26.4% |
| Participation rate | 30.2% | 62.1%-31.8pp | 69.1%-38.8pp | 67.7%-37.4pp |
| Annual return | 10.80% | 20.58%-9.8pp | 361.25%-350.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $892 | $1,866-52.2% | $2,693-66.9% | $2,757-67.6% |
| Participant deferral / active EE | $1,827 | $3,051-40.1% | $4,259-57.1% | $4,299-57.5% |
| Admin fee / account holder | $13,357 | $5,241+154.8% | $6,421+108.0% | $6,924+92.9% |