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 | $127,227 | $65,367+94.6% | $92,915+36.9% | $72,976+74.3% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 19.03% | 42.11%-23.1pp | 109.45%-90.4pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,244 | $2,594-52.0% | $3,653-65.9% | $2,440-49.0% |
| Participant deferral / active EE | $3,347 | $3,128+7.0% | $4,238-21.0% | $3,608-7.2% |
| Admin fee / account holder | $12,545 | $4,251+195.1% | $5,796+116.5% | $5,124+144.8% |