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 | $196,473 | $136,860+43.6% | $120,344+63.3% | $154,746+27.0% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 14.33% | 21.38%-7.0pp | 20.30%-6.0pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,716 | $3,533-51.4% | $3,020-43.2% | $4,379-60.8% |
| Participant deferral / active EE | $6,250 | $5,793+7.9% | $5,135+21.7% | $6,730-7.1% |
| Admin fee / account holder | $88,068 | $15,393+472.1% | $12,742+591.2% | $14,365+513.1% |