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 | $198,742 | $126,661+56.9% | $113,397+75.3% | $138,895+43.1% |
| Participation rate | 43.5% | 79.4%-36.0pp | 76.5%-33.0pp | 79.9%-36.4pp |
| Annual return | 13.40% | 25.05%-11.7pp | 23.20%-9.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,251 | $3,456-63.8% | $2,977-58.0% | $4,194-70.2% |
| Participant deferral / active EE | $4,742 | $5,693-16.7% | $5,076-6.6% | $6,396-25.9% |
| Admin fee / account holder | $5,036 | $14,549-65.4% | $11,957-57.9% | $12,562-59.9% |