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 | $104,688 | $79,449+31.8% | $189,575-44.8% | $85,847+21.9% |
| Participation rate | 30.6% | 66.0%-35.4pp | 78.4%-47.9pp | 69.3%-38.8pp |
| Annual return | 21.89% | 18.45%+3.4pp | 64.19%-42.3pp | 318.61%-296.7pp |
| Employer contribution / active EE | $509 | $2,081-75.5% | $4,412-88.5% | $2,565-80.2% |
| Participant deferral / active EE | $1,479 | $4,051-63.5% | $6,174-76.0% | $3,952-62.6% |
| Admin fee / account holder | $409 | $5,377-92.4% | $9,806-95.8% | $6,261-93.5% |