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 | $114,613 | $29,736+285.4% | $56,033+104.5% | $80,935+41.6% |
| Participation rate | 30.0% | 41.7%-11.7pp | 52.5%-22.5pp | 67.7%-37.7pp |
| Annual return | 16.27% | 35.28%-19.0pp | 1711.38%-1695.1pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,048 | $671+56.1% | $1,041+0.7% | $2,757-62.0% |
| Participant deferral / active EE | $2,138 | $1,228+74.1% | $1,954+9.4% | $4,299-50.3% |
| Admin fee / account holder | $2,070 | $2,434-14.9% | $2,827-26.8% | $6,924-70.1% |