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 | $113,325 | $77,523+46.2% | $100,383+12.9% | $80,874+40.1% |
| Participation rate | 26.1% | 77.0%-50.9pp | 81.5%-55.4pp | 67.6%-41.6pp |
| Annual return | 15.86% | 37.21%-21.3pp | 49.26%-33.4pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,310 | $2,801-53.2% | $3,944-66.8% | $2,756-52.4% |
| Participant deferral / active EE | $4,320 | $6,822-36.7% | $8,086-46.6% | $4,297+0.5% |
| Admin fee / account holder | $11,918 | $5,899+102.0% | $7,900+50.9% | $6,935+71.8% |