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 | $128,491 | $62,177+106.7% | $81,370+57.9% | $74,478+72.5% |
| Participation rate | 43.6% | 64.1%-20.5pp | 69.5%-26.0pp | 67.2%-23.6pp |
| Annual return | 15.69% | 16.62%-0.9pp | 24.85%-9.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $2,053 | $1,881+9.2% | $2,464-16.7% | $2,626-21.8% |
| Participant deferral / active EE | $4,167 | $3,219+29.4% | $3,885+7.3% | $4,350-4.2% |
| Admin fee / account holder | $25,390 | $1,927+1217.8% | $5,749+341.6% | $1,946+1204.9% |