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 | $141,960 | $88,672+60.1% | $105,223+34.9% | $82,448+72.2% |
| Participation rate | 48.7% | 67.9%-19.2pp | 75.0%-26.3pp | 68.1%-19.3pp |
| Annual return | 15.70% | 30.86%-15.2pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,293 | $3,048-57.6% | $3,689-65.0% | $2,551-49.3% |
| Participant deferral / active EE | $4,120 | $4,036+2.1% | $5,072-18.8% | $4,139-0.5% |
| Admin fee / account holder | $1,695 | $7,146-76.3% | $8,859-80.9% | $7,234-76.6% |