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 | $114,751 | $53,063+116.3% | $124,206-7.6% | $82,637+38.9% |
| Participation rate | 44.7% | 58.4%-13.7pp | 69.6%-24.8pp | 68.1%-23.3pp |
| Annual return | 17.60% | 68.87%-51.3pp | 515.27%-497.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $868 | $1,530-43.3% | $3,540-75.5% | $2,552-66.0% |
| Participant deferral / active EE | $2,264 | $2,644-14.4% | $3,968-42.9% | $4,126-45.1% |
| Admin fee / account holder | $17,464 | $4,281+308.0% | $5,929+194.6% | $7,339+138.0% |