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 | $134,059 | $81,358+64.8% | $155,556-13.8% | $80,959+65.6% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 13.07% | 33.39%-20.3pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $4,834 | $3,106+55.6% | $4,675+3.4% | $2,757+75.3% |
| Participant deferral / active EE | $1,920 | $3,455-44.4% | $5,631-65.9% | $4,300-55.4% |
| Admin fee / account holder | $1,641 | $7,994-79.5% | $15,885-89.7% | $6,925-76.3% |