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 | $105,408 | $55,713+89.2% | $75,901+38.9% | $72,975+44.4% |
| Participation rate | 46.9% | 61.1%-14.2pp | 69.3%-22.4pp | 69.5%-22.6pp |
| Annual return | 23.54% | 27.60%-4.1pp | 30.76%-7.2pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,636 | $2,634+0.1% | $3,603-26.8% | $3,608-26.9% |
| Admin fee / account holder | $17,121 | $3,980+330.1% | $5,420+215.9% | $5,124+234.1% |