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 | $128,643 | $67,894+89.5% | $89,340+44.0% | $82,448+56.0% |
| Participation rate | 48.4% | 64.0%-15.7pp | 69.6%-21.2pp | 68.1%-19.7pp |
| Annual return | 15.67% | 19.21%-3.5pp | 20.57%-4.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,483 | $3,072+78.5% | $3,823+43.4% | $4,139+32.5% |
| Admin fee / account holder | $13,076 | $5,723+128.5% | $6,704+95.1% | $7,234+80.8% |