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 | $103,851 | $29,667+250.1% | $56,441+84.0% | $80,874+28.4% |
| Participation rate | 31.0% | 41.7%-10.6pp | 52.5%-21.5pp | 67.6%-36.6pp |
| Annual return | 15.30% | 35.22%-19.9pp | 1704.21%-1688.9pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,569 | $669+134.4% | $1,039+51.0% | $2,756-43.1% |
| Participant deferral / active EE | $2,372 | $1,227+93.4% | $1,953+21.5% | $4,297-44.8% |
| Admin fee / account holder | $568 | $2,429-76.6% | $2,829-79.9% | $6,935-91.8% |