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 | $166,548 | $56,054+197.1% | $171,082-2.7% | $62,881+164.9% |
| Participation rate | 46.2% | 62.9%-16.7pp | 76.7%-30.5pp | 69.3%-23.2pp |
| Annual return | 7.75% | 22.52%-14.8pp | 32.56%-24.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,485 | $1,731-14.2% | $4,002-62.9% | $2,281-34.9% |
| Participant deferral / active EE | $12,544 | $3,158+297.2% | $4,797+161.5% | $3,203+291.6% |
| Admin fee / account holder | $12,865 | $3,647+252.8% | $8,520+51.0% | $4,296+199.5% |