Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $171,239 | $75,541+126.7% | $152,093+12.6% | $82,637+107.2% |
| Participation rate | 25.9% | 66.5%-40.6pp | 77.8%-51.8pp | 68.1%-42.1pp |
| Annual return | 15.86% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $797 | $2,622-69.6% | $4,175-80.9% | $2,552-68.8% |
| Participant deferral / active EE | $1,412 | $3,206-56.0% | $5,451-74.1% | $4,126-65.8% |
| Admin fee / account holder | $7,543 | $6,405+17.8% | $14,497-48.0% | $7,339+2.8% |