Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $147,254 | $29,051+406.9% | $52,425+180.9% | $67,986+116.6% |
| Participation rate | 31.0% | 30.4%+0.6pp | 55.6%-24.6pp | 57.2%-26.2pp |
| Annual return | 16.39% | 24.00%-7.6pp | 302.12%-285.7pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,029 | $412+149.8% | $914+12.5% | $2,019-49.0% |
| Participant deferral / active EE | $1,842 | $873+111.0% | $1,790+2.9% | $3,358-45.1% |
| Admin fee / account holder | $1,893 | $2,113-10.4% | $2,495-24.1% | $3,203-40.9% |