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 | $149,604 | $65,246+129.3% | $98,716+51.6% | $67,986+120.1% |
| Participation rate | 48.1% | 51.4%-3.4pp | 69.3%-21.2pp | 57.2%-9.1pp |
| Annual return | 17.74% | 20.58%-2.8pp | 31.81%-14.1pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,665 | $1,042+59.8% | $2,279-26.9% | $2,019-17.5% |
| Participant deferral / active EE | $3,854 | $2,594+48.6% | $4,048-4.8% | $3,358+14.8% |
| Admin fee / account holder | $6,171 | $4,561+35.3% | $8,703-29.1% | $3,203+92.6% |