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 | $144,324 | $80,763+78.7% | $102,412+40.9% | $74,459+93.8% |
| Participation rate | 60.6% | 65.7%-5.1pp | 74.5%-13.9pp | 67.2%-6.6pp |
| Annual return | 15.54% | 27.57%-12.0pp | 24.94%-9.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $2,038 | $3,160-35.5% | $3,870-47.3% | $2,626-22.4% |
| Participant deferral / active EE | $5,419 | $3,862+40.3% | $5,060+7.1% | $4,350+24.6% |
| Admin fee / account holder | $9,641 | $2,371+306.6% | $8,388+14.9% | $1,945+395.8% |