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 | $143,489 | $57,590+149.2% | $86,233+66.4% | $82,448+74.0% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 25.11% | 22.41%+2.7pp | 61.39%-36.3pp | 41.64%-16.5pp |
| Employer contribution / active EE | $1,340 | $1,655-19.0% | $2,504-46.5% | $2,551-47.5% |
| Participant deferral / active EE | $2,780 | $3,080-9.7% | $4,559-39.0% | $4,139-32.8% |
| Admin fee / account holder | $4,907 | $4,730+3.7% | $8,342-41.2% | $7,234-32.2% |