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 | $188,853 | $96,731+95.2% | $123,973+52.3% | $86,983+117.1% |
| Participation rate | 40.0% | 70.0%-30.0pp | 76.7%-36.7pp | 69.5%-29.5pp |
| Annual return | 15.40% | 17.33%-1.9pp | 388.13%-372.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $1,206 | $3,297-63.4% | $4,126-70.8% | $2,584-53.3% |
| Participant deferral / active EE | $3,699 | $4,152-10.9% | $5,247-29.5% | $4,194-11.8% |
| Admin fee / account holder | $2,141 | $8,722-75.5% | $11,799-81.9% | $7,856-72.7% |