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 | $126,379 | $99,345+27.2% | $84,753+49.1% | $273,972-53.9% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.49% | 22.93%-18.4pp | 22.78%-18.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,991 | $4,214-52.8% | $3,574-44.3% | $4,869-59.1% |
| Participant deferral / active EE | $2,764 | $4,270-35.3% | $3,712-25.5% | $5,287-47.7% |
| Admin fee / account holder | $5,522 | $6,645-16.9% | $5,333+3.5% | $10,133-45.5% |