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 | $188,702 | $152,619+23.6% | $125,195+50.7% | $152,909+23.4% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.5%-36.3pp |
| Annual return | 19.81% | 54.85%-35.0pp | 43.79%-24.0pp | 345.46%-325.7pp |
| Employer contribution / active EE | $1,220 | $4,947-75.3% | $3,866-68.4% | $4,764-74.4% |
| Participant deferral / active EE | $2,831 | $5,869-51.8% | $4,937-42.7% | $5,851-51.6% |
| Admin fee / account holder | $1,652 | $13,437-87.7% | $9,704-83.0% | $11,601-85.8% |