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 | $135,503 | $51,604+162.6% | $129,295+4.8% | $80,874+67.5% |
| Participation rate | 38.3% | 57.0%-18.7pp | 69.6%-31.3pp | 67.6%-29.3pp |
| Annual return | 15.19% | 20.76%-5.6pp | 9429.28%-9414.1pp | 35.62%-20.4pp |
| Employer contribution / active EE | $381 | $1,585-76.0% | $4,157-90.8% | $2,756-86.2% |
| Participant deferral / active EE | $965 | $2,670-63.9% | $4,169-76.9% | $4,297-77.5% |
| Admin fee / account holder | $2,194 | $4,310-49.1% | $7,665-71.4% | $6,935-68.4% |