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 | $133,097 | $83,485+59.4% | $125,192+6.3% | $72,975+82.4% |
| Participation rate | 36.4% | 73.3%-36.9pp | 79.8%-43.4pp | 69.5%-33.1pp |
| Annual return | 19.89% | 25.77%-5.9pp | 43.79%-23.9pp | 81.01%-61.1pp |
| Employer contribution / active EE | $733 | $2,346-68.7% | $3,866-81.0% | $2,440-70.0% |
| Participant deferral / active EE | $2,432 | $3,586-32.2% | $4,937-50.7% | $3,608-32.6% |
| Admin fee / account holder | $1,022 | $5,518-81.5% | $9,704-89.5% | $5,124-80.1% |