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 | $139,991 | $73,787+89.7% | $98,716+41.8% | $82,448+69.8% |
| Participation rate | 55.7% | 61.4%-5.7pp | 69.3%-13.6pp | 68.1%-12.3pp |
| Annual return | 14.56% | 18.57%-4.0pp | 31.81%-17.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,361 | $1,511-10.0% | $2,279-40.3% | $2,551-46.7% |
| Participant deferral / active EE | $2,548 | $3,081-17.3% | $4,048-37.1% | $4,139-38.5% |
| Admin fee / account holder | $22,875 | $6,500+251.9% | $8,703+162.8% | $7,234+216.2% |