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 | $100,778 | $34,316+193.7% | $74,719+34.9% | $72,983+38.1% |
| Participation rate | 36.4% | 42.4%-6.0pp | 54.5%-18.1pp | 69.5%-33.1pp |
| Annual return | 17.91% | 26.58%-8.7pp | 753.05%-735.1pp | 81.01%-63.1pp |
| Employer contribution / active EE | $951 | $692+37.5% | $1,084-12.3% | $2,440-61.0% |
| Participant deferral / active EE | $2,620 | $1,272+106.1% | $1,963+33.5% | $3,608-27.4% |
| Admin fee / account holder | $2,241 | $2,125+5.5% | $3,334-32.8% | $5,124-56.3% |