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 | $171,279 | $251,004-31.8% | $191,597-10.6% | $138,895+23.3% |
| Participation rate | 54.2% | 82.4%-28.2pp | 76.9%-22.8pp | 79.9%-25.8pp |
| Annual return | 12.23% | 31.05%-18.8pp | 27.07%-14.8pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,691 | $6,226-72.8% | $5,025-66.3% | $4,194-59.7% |
| Participant deferral / active EE | $3,549 | $8,154-56.5% | $6,850-48.2% | $6,396-44.5% |
| Admin fee / account holder | $2,575 | $31,471-91.8% | $22,799-88.7% | $12,562-79.5% |