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 | $126,117 | $52,580+139.9% | $71,671+76.0% | $70,124+79.8% |
| Participation rate | 28.3% | 60.9%-32.6pp | 68.7%-40.4pp | 69.5%-41.2pp |
| Annual return | 19.19% | 20.25%-1.1pp | 20.65%-1.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,009 | $1,616-37.6% | $2,460-59.0% | $2,342-56.9% |
| Participant deferral / active EE | $2,262 | $2,386-5.2% | $3,438-34.2% | $3,332-32.1% |
| Admin fee / account holder | $1,334 | $3,653-63.5% | $5,558-76.0% | $4,645-71.3% |