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 | $191,057 | $211,105-9.5% | $178,449+7.1% | $145,978+30.9% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.6pp | 80.3%-25.7pp |
| Annual return | 16.23% | 30.19%-14.0pp | 27.09%-10.9pp | 550.52%-534.3pp |
| Employer contribution / active EE | $724 | $4,569-84.1% | $3,951-81.7% | $4,662-84.5% |
| Participant deferral / active EE | $1,794 | $6,959-74.2% | $6,277-71.4% | $6,690-73.2% |
| Admin fee / account holder | $1,680 | $12,017-86.0% | $10,362-83.8% | $13,400-87.5% |