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 | $129,403 | $79,867+62.0% | $120,344+7.5% | $64,340+101.1% |
| Participation rate | 31.9% | 63.0%-31.0pp | 76.7%-44.8pp | 55.2%-23.3pp |
| Annual return | 17.09% | 21.10%-4.0pp | 20.30%-3.2pp | 24.14%-7.1pp |
| Employer contribution / active EE | $1,060 | $1,925-44.9% | $3,020-64.9% | $1,862-43.0% |
| Participant deferral / active EE | $1,620 | $3,593-54.9% | $5,135-68.4% | $2,980-45.6% |
| Admin fee / account holder | $4,180 | $5,039-17.1% | $12,742-67.2% | $3,703+12.9% |