Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $137,689 | $107,079+28.6% | $151,266-9.0% | $87,485+57.4% |
| Participation rate | 50.8% | 71.1%-20.3pp | 77.0%-26.2pp | 68.9%-18.1pp |
| Annual return | 16.66% | 22.17%-5.5pp | 180.60%-163.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,275 | $3,174-59.8% | $4,237-69.9% | $2,596-50.9% |
| Participant deferral / active EE | $1,944 | $5,789-66.4% | $7,337-73.5% | $4,274-54.5% |
| Admin fee / account holder | $1,185 | $8,059-85.3% | $13,159-91.0% | $7,775-84.8% |