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 | $156,258 | $86,940+79.7% | $102,434+52.5% | $80,935+93.1% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 12.65% | 18.89%-6.2pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,049 | $2,370-55.7% | $3,023-65.3% | $2,757-61.9% |
| Participant deferral / active EE | $2,444 | $4,121-40.7% | $5,055-51.7% | $4,299-43.2% |
| Admin fee / account holder | $1,024 | $8,047-87.3% | $9,462-89.2% | $6,924-85.2% |