Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $139,147 | $43,749+218.1% | $158,223-12.1% | $65,306+113.1% |
| Participation rate | 31.0% | 56.9%-25.9pp | 79.2%-48.2pp | 57.7%-26.7pp |
| Annual return | 19.25% | 19.41%-0.2pp | 52.09%-32.8pp | 21.94%-2.7pp |
| Employer contribution / active EE | $393 | $1,497-73.8% | $4,109-90.4% | $1,967-80.0% |
| Participant deferral / active EE | $3,654 | $2,019+81.0% | $5,467-33.2% | $2,959+23.5% |
| Admin fee / account holder | $1,131 | $1,930-41.4% | $16,047-93.0% | $3,480-67.5% |