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 | $146,719 | $76,407+92.0% | $150,298-2.4% | $82,448+78.0% |
| Participation rate | 35.2% | 66.4%-31.2pp | 77.8%-42.6pp | 68.1%-32.9pp |
| Annual return | 15.29% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,028 | $2,614-60.7% | $4,154-75.2% | $2,551-59.7% |
| Participant deferral / active EE | $3,025 | $3,214-5.9% | $5,453-44.5% | $4,139-26.9% |
| Admin fee / account holder | $11,873 | $6,352+86.9% | $14,116-15.9% | $7,234+64.1% |