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 | $139,441 | $79,184+76.1% | $102,438+36.1% | $74,546+87.1% |
| Participation rate | 43.8% | 74.8%-31.0pp | 76.5%-32.7pp | 67.2%-23.4pp |
| Annual return | 11.38% | 54.95%-43.6pp | 29.37%-18.0pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $1,174 | $2,362-50.3% | $3,024-61.2% | $2,624-55.3% |
| Participant deferral / active EE | $2,597 | $4,414-41.2% | $5,054-48.6% | $4,347-40.3% |
| Admin fee / account holder | $2,865 | $2,001+43.2% | $9,448-69.7% | $1,944+47.4% |