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 | $199,109-28.5% | $173,730-18.1% | $154,746-8.1% |
| Participation rate | 41.7% | 82.8%-41.1pp | 79.6%-37.9pp | 80.7%-39.0pp |
| Annual return | 14.24% | 20.02%-5.8pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,196 | $5,311-39.8% | $4,577-30.2% | $4,379-27.0% |
| Participant deferral / active EE | $5,067 | $7,113-28.8% | $6,326-19.9% | $6,730-24.7% |
| Admin fee / account holder | $22,593 | $20,916+8.0% | $17,523+28.9% | $14,365+57.3% |