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 | $110,669 | $53,774+105.8% | $134,162-17.5% | $79,856+38.6% |
| Participation rate | 47.9% | 58.8%-10.9pp | 72.2%-24.3pp | 69.6%-21.7pp |
| Annual return | 12.08% | 19.01%-6.9pp | 36.35%-24.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,317 | $1,322-0.3% | $3,705-64.5% | $2,471-46.7% |
| Participant deferral / active EE | $1,357 | $2,420-43.9% | $3,500-61.2% | $3,741-63.7% |
| Admin fee / account holder | $13,190 | $3,985+231.0% | $6,685+97.3% | $5,306+148.6% |