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 | $168,242 | $70,418+138.9% | $96,570+74.2% | $85,847+96.0% |
| Participation rate | 44.8% | 61.8%-17.0pp | 69.8%-25.0pp | 69.3%-24.5pp |
| Annual return | 17.22% | 18.59%-1.4pp | 37.79%-20.6pp | 318.61%-301.4pp |
| Employer contribution / active EE | $1,092 | $1,413-22.7% | $2,357-53.7% | $2,565-57.4% |
| Participant deferral / active EE | $2,853 | $2,894-1.4% | $3,849-25.9% | $3,952-27.8% |
| Admin fee / account holder | $5,234 | $4,995+4.8% | $6,182-15.3% | $6,261-16.4% |