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 | $236,634 | $77,574+205.0% | $108,753+117.6% | $86,983+172.0% |
| Participation rate | 22.0% | 62.3%-40.3pp | 71.1%-49.1pp | 69.5%-47.5pp |
| Annual return | 13.92% | 18.42%-4.5pp | 37.47%-23.6pp | 25.83%-11.9pp |
| Employer contribution / active EE | $740 | $1,611-54.1% | $2,427-69.5% | $2,584-71.4% |
| Participant deferral / active EE | $1,756 | $3,128-43.9% | $4,115-57.3% | $4,194-58.1% |
| Admin fee / account holder | $41,410 | $6,529+534.3% | $10,320+301.3% | $7,856+427.1% |