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 | $128,553 | $95,453+34.7% | $112,040+14.7% | $82,448+55.9% |
| Participation rate | 42.6% | 72.8%-30.1pp | 76.5%-33.9pp | 68.1%-25.4pp |
| Annual return | 14.44% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,105 | $2,318-52.3% | $2,954-62.6% | $2,551-56.7% |
| Participant deferral / active EE | $2,441 | $4,224-42.2% | $5,098-52.1% | $4,139-41.0% |
| Admin fee / account holder | $22,610 | $9,013+150.8% | $12,098+86.9% | $7,234+212.5% |