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 | $179,004 | $77,908+129.8% | $149,696+19.6% | $75,173+138.1% |
| Participation rate | 48.9% | 65.6%-16.6pp | 78.8%-29.8pp | 67.2%-18.3pp |
| Annual return | 14.52% | 31.73%-17.2pp | 134.46%-119.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,093 | $3,138-65.2% | $4,821-77.3% | $2,671-59.1% |
| Participant deferral / active EE | $3,128 | $3,411-8.3% | $5,682-45.0% | $4,126-24.2% |
| Admin fee / account holder | $5,723 | $5,950-3.8% | $13,212-56.7% | $5,651+1.3% |