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 | $119,185 | $85,171+39.9% | $172,752-31.0% | $72,975+63.3% |
| Participation rate | 50.8% | 70.1%-19.2pp | 82.6%-31.8pp | 69.5%-18.7pp |
| Annual return | 21.11% | 27.32%-6.2pp | 802.97%-781.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $417 | $3,324-87.5% | $5,144-91.9% | $2,440-82.9% |
| Participant deferral / active EE | $5,073 | $3,260+55.6% | $5,198-2.4% | $3,608+40.6% |
| Admin fee / account holder | $1,384 | $5,880-76.5% | $13,955-90.1% | $5,124-73.0% |