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 | $147,315 | $85,515+72.3% | $112,040+31.5% | $67,986+116.7% |
| Participation rate | 58.2% | 68.2%-10.0pp | 76.5%-18.3pp | 57.2%+1.0pp |
| Annual return | 19.80% | 29.68%-9.9pp | 24.52%-4.7pp | 31.67%-11.9pp |
| Employer contribution / active EE | $1,702 | $2,191-22.3% | $2,954-42.4% | $2,019-15.7% |
| Participant deferral / active EE | $6,691 | $4,014+66.7% | $5,098+31.2% | $3,358+99.2% |
| Admin fee / account holder | $10,990 | $3,774+191.2% | $12,098-9.2% | $3,203+243.1% |