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 | $168,359 | $75,720+122.3% | $90,312+86.4% | $86,983+93.6% |
| Participation rate | 18.9% | 66.3%-47.4pp | 72.9%-54.0pp | 69.5%-50.7pp |
| Annual return | 16.83% | 18.55%-1.7pp | 18.90%-2.1pp | 25.83%-9.0pp |
| Employer contribution / active EE | $757 | $1,945-61.1% | $2,243-66.2% | $2,584-70.7% |
| Participant deferral / active EE | $2,035 | $3,001-32.2% | $3,749-45.7% | $4,194-51.5% |
| Admin fee / account holder | $1,530 | $6,201-75.3% | $8,248-81.4% | $7,856-80.5% |