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 | $224,710 | $97,881+129.6% | $80,004+180.9% | $125,389+79.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 73.0%-13.0pp | 83.2%-23.2pp |
| Annual return | 2.25% | 9.36%-7.1pp | 7.63%-5.4pp | 282.24%-280.0pp |
| Employer contribution / active EE | $1,926 | $3,128-38.4% | $2,473-22.1% | $4,866-60.4% |
| Participant deferral / active EE | $9,399 | $3,744+151.0% | $3,204+193.4% | $5,352+75.6% |
| Admin fee / account holder | $172,448 | $6,278+2647.0% | $5,033+3326.1% | $9,541+1707.5% |