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 | $133,943 | $78,027+71.7% | $178,528-25.0% | $80,925+65.5% |
| Participation rate | 57.1% | 65.7%-8.5pp | 77.1%-20.0pp | 67.7%-10.5pp |
| Annual return | 10.80% | 18.09%-7.3pp | 27.11%-16.3pp | 35.65%-24.9pp |
| Employer contribution / active EE | $2,463 | $2,281+8.0% | $3,950-37.7% | $2,756-10.6% |
| Participant deferral / active EE | $5,914 | $4,408+34.2% | $6,278-5.8% | $4,299+37.6% |
| Admin fee / account holder | $22,027 | $7,168+207.3% | $10,419+111.4% | $6,940+217.4% |