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 | $143,347 | $87,166+64.5% | $76,735+86.8% | $137,256+4.4% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 12.37% | 26.50%-14.1pp | 29.77%-17.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,226 | $2,904-57.8% | $2,454-50.1% | $4,156-70.5% |
| Participant deferral / active EE | $3,783 | $4,726-20.0% | $4,088-7.5% | $6,407-41.0% |
| Admin fee / account holder | $56,659 | $8,403+574.3% | $7,189+688.1% | $12,270+361.8% |