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 | $210,960 | $57,140+269.2% | $85,240+147.5% | $80,959+160.6% |
| Participation rate | 34.0% | 56.4%-22.4pp | 67.5%-33.5pp | 67.7%-33.6pp |
| Annual return | 15.88% | 21.71%-5.8pp | 66.75%-50.9pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,474 | $1,802-18.2% | $2,735-46.1% | $2,757-46.6% |
| Participant deferral / active EE | $3,673 | $3,115+17.9% | $4,527-18.9% | $4,300-14.6% |
| Admin fee / account holder | $80,103 | $4,992+1504.7% | $6,165+1199.4% | $6,925+1056.7% |