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 | $128,067 | $81,208+57.7% | $98,916+29.5% | $79,858+60.4% |
| Participation rate | 30.9% | 72.5%-41.6pp | 76.0%-45.1pp | 69.6%-38.7pp |
| Annual return | 20.82% | 60.99%-40.2pp | 196.45%-175.6pp | 31.72%-10.9pp |
| Employer contribution / active EE | $915 | $1,960-53.3% | $2,689-66.0% | $2,471-63.0% |
| Participant deferral / active EE | $2,179 | $3,265-33.2% | $4,245-48.7% | $3,740-41.7% |
| Admin fee / account holder | $5,135 | $6,013-14.6% | $6,642-22.7% | $5,306-3.2% |