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 | $126,093 | $93,055+35.5% | $153,741-18.0% | $80,959+55.7% |
| Participation rate | 5.3% | 69.0%-63.7pp | 77.1%-71.8pp | 67.7%-62.4pp |
| Annual return | 21.23% | 19.97%+1.3pp | 15.71%+5.5pp | 35.67%-14.4pp |
| Employer contribution / active EE | $2,526 | $3,504-27.9% | $5,042-49.9% | $2,757-8.4% |
| Participant deferral / active EE | $3,121 | $5,172-39.7% | $6,757-53.8% | $4,300-27.4% |
| Admin fee / account holder | $39,118 | $8,881+340.5% | $12,749+206.8% | $6,925+464.8% |