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 | $151,301 | $76,564+97.6% | $105,582+43.3% | $94,015+60.9% |
| Participation rate | 40.0% | 65.2%-25.2pp | 71.8%-31.8pp | 70.8%-30.8pp |
| Annual return | 16.71% | 20.69%-4.0pp | 18.61%-1.9pp | 17.84%-1.1pp |
| Employer contribution / active EE | $811 | $1,995-59.4% | $2,984-72.8% | $2,790-70.9% |
| Participant deferral / active EE | $2,104 | $3,320-36.6% | $4,353-51.7% | $4,249-50.5% |
| Admin fee / account holder | $11,488 | $7,129+61.2% | $12,856-10.6% | $8,951+28.3% |