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 | $109,695 | $48,314+127.0% | $67,561+62.4% | $80,925+35.6% |
| Participation rate | 40.0% | 66.4%-26.4pp | 72.9%-32.9pp | 67.7%-27.7pp |
| Annual return | 13.87% | 18.28%-4.4pp | 3525.44%-3511.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,784 | $2,022-11.8% | $2,735-34.8% | $2,756-35.3% |
| Participant deferral / active EE | $4,375 | $2,927+49.5% | $4,003+9.3% | $4,299+1.8% |
| Admin fee / account holder | $15,026 | $3,690+307.3% | $4,006+275.1% | $6,940+116.5% |