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 | $73,014 | $29,051+151.3% | $52,425+39.3% | $67,986+7.4% |
| Participation rate | 53.7% | 30.4%+23.3pp | 55.6%-1.9pp | 57.2%-3.5pp |
| Annual return | 17.21% | 24.00%-6.8pp | 302.12%-284.9pp | 31.67%-14.5pp |
| Employer contribution / active EE | $1,451 | $412+252.3% | $914+58.7% | $2,019-28.1% |
| Participant deferral / active EE | $2,825 | $873+223.6% | $1,790+57.8% | $3,358-15.9% |
| Admin fee / account holder | $8,945 | $2,113+323.4% | $2,495+258.5% | $3,203+179.2% |