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 | $101,470 | $77,574+30.8% | $108,753-6.7% | $86,983+16.7% |
| Participation rate | 45.9% | 62.3%-16.3pp | 71.1%-25.1pp | 69.5%-23.6pp |
| Annual return | 25.83% | 18.42%+7.4pp | 37.47%-11.6pp | 25.83%0pp |
| Employer contribution / active EE | $1,054 | $1,611-34.5% | $2,427-56.5% | $2,584-59.2% |
| Participant deferral / active EE | $2,415 | $3,128-22.8% | $4,115-41.3% | $4,194-42.4% |
| Admin fee / account holder | $770 | $6,529-88.2% | $10,320-92.5% | $7,856-90.2% |