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 | $120,310 | $96,731+24.4% | $123,973-3.0% | $86,983+38.3% |
| Participation rate | 45.8% | 70.0%-24.2pp | 76.7%-30.8pp | 69.5%-23.7pp |
| Annual return | 17.33% | 17.33%0pp | 388.13%-370.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $2,274 | $3,297-31.0% | $4,126-44.9% | $2,584-12.0% |
| Participant deferral / active EE | $5,084 | $4,152+22.5% | $5,247-3.1% | $4,194+21.2% |
| Admin fee / account holder | $9,257 | $8,722+6.1% | $11,799-21.5% | $7,856+17.8% |