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 | $144,715 | $106,749+35.6% | $145,433-0.5% | $82,448+75.5% |
| Participation rate | 59.5% | 75.6%-16.1pp | 82.1%-22.6pp | 68.1%-8.5pp |
| Annual return | 14.25% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,897 | $3,444-15.9% | $4,554-36.4% | $2,551+13.6% |
| Participant deferral / active EE | $6,020 | $6,519-7.7% | $7,897-23.8% | $4,139+45.4% |
| Admin fee / account holder | $1,021 | $8,390-87.8% | $13,129-92.2% | $7,234-85.9% |