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 | $116,423 | $73,787+57.8% | $98,716+17.9% | $82,448+41.2% |
| Participation rate | 30.1% | 61.4%-31.3pp | 69.3%-39.2pp | 68.1%-37.9pp |
| Annual return | 24.59% | 18.57%+6.0pp | 31.81%-7.2pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,360 | $1,511-10.0% | $2,279-40.3% | $2,551-46.7% |
| Participant deferral / active EE | $2,285 | $3,081-25.8% | $4,048-43.5% | $4,139-44.8% |
| Admin fee / account holder | $2,841 | $6,500-56.3% | $8,703-67.4% | $7,234-60.7% |