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 | $158,933 | $57,590+176.0% | $86,233+84.3% | $82,448+92.8% |
| Participation rate | 15.6% | 57.9%-42.2pp | 69.0%-53.4pp | 68.1%-52.4pp |
| Annual return | 16.22% | 22.41%-6.2pp | 61.39%-45.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $803 | $1,655-51.5% | $2,504-68.0% | $2,551-68.5% |
| Participant deferral / active EE | $2,205 | $3,080-28.4% | $4,559-51.6% | $4,139-46.7% |
| Admin fee / account holder | $719 | $4,730-84.8% | $8,342-91.4% | $7,234-90.1% |