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 | $142,287 | $254,759-44.1% | $216,567-34.3% | $198,609-28.4% |
| Participation rate | 41.7% | 84.5%-42.9pp | 81.6%-40.0pp | 82.4%-40.7pp |
| Annual return | 14.24% | 10.04%+4.2pp | 12.94%+1.3pp | 202.70%-188.5pp |
| Employer contribution / active EE | $3,196 | $6,096-47.6% | $5,216-38.7% | $5,055-36.8% |
| Participant deferral / active EE | $5,067 | $6,948-27.1% | $6,191-18.2% | $6,977-27.4% |
| Admin fee / account holder | $22,593 | $26,311-14.1% | $21,981+2.8% | $19,030+18.7% |