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 | $115,257 | $49,199+134.3% | $121,204-4.9% | $75,173+53.3% |
| Participation rate | 19.2% | 55.4%-36.2pp | 69.5%-50.3pp | 67.2%-48.0pp |
| Annual return | 17.63% | 56.04%-38.4pp | 987.18%-969.6pp | 160.72%-143.1pp |
| Employer contribution / active EE | $675 | $1,547-56.4% | $4,170-83.8% | $2,671-74.7% |
| Participant deferral / active EE | $16,007 | $2,630+508.7% | $4,083+292.1% | $4,126+287.9% |
| Admin fee / account holder | $3,928 | $3,946-0.5% | $5,651-30.5% | $5,651-30.5% |