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 | $69,071 | $29,051+137.8% | $52,425+31.8% | $67,986+1.6% |
| Participation rate | 36.6% | 30.4%+6.1pp | 55.6%-19.1pp | 57.2%-20.7pp |
| Annual return | 15.35% | 24.00%-8.6pp | 302.12%-286.8pp | 31.67%-16.3pp |
| Employer contribution / active EE | $563 | $412+36.8% | $914-38.4% | $2,019-72.1% |
| Participant deferral / active EE | $996 | $873+14.1% | $1,790-44.4% | $3,358-70.3% |
| Admin fee / account holder | $653 | $2,113-69.1% | $2,495-73.8% | $3,203-79.6% |