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 | $133,398 | $75,541+76.6% | $152,093-12.3% | $82,637+61.4% |
| Participation rate | 58.2% | 66.5%-8.3pp | 77.8%-19.5pp | 68.1%-9.8pp |
| Annual return | 16.33% | 32.56%-16.2pp | 66.36%-50.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,010 | $2,622-23.3% | $4,175-51.8% | $2,552-21.2% |
| Participant deferral / active EE | $6,049 | $3,206+88.7% | $5,451+11.0% | $4,126+46.6% |
| Admin fee / account holder | $13,758 | $6,405+114.8% | $14,497-5.1% | $7,339+87.5% |