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 | $136,130 | $81,476+67.1% | $102,383+33.0% | $80,925+68.2% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 13.85% | 25.59%-11.7pp | 24.94%-11.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,756 | $3,105-43.5% | $3,870-54.6% | $2,756-36.3% |
| Participant deferral / active EE | $3,247 | $3,871-16.1% | $5,060-35.8% | $4,299-24.5% |
| Admin fee / account holder | $3,825 | $6,717-43.1% | $8,391-54.4% | $6,940-44.9% |